LRI Investments, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2023325
PALM BEACH GARDENS, FL
Position in WPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,481
-$56 QoQ
Shares Held
31
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#830
of 849 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026LRI Investments, LLC holds $969,356 across 17 Gold names. WPM ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
8,347 | $779,609 | |
| 2 | B |
Barrick Mining Corp
|
4,198 | $154,192 | |
| 3 | NG |
Novagold Resources Inc
|
2,000 | $11,940 | |
| 4 | SA |
Seabridge Gold Inc
|
442 | $11,377 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
This page
|
31 | $3,481 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
16 | $2,482 | |
| 7 | AU |
AngloGold Ashanti PLC
|
15 | $1,213 | |
| 8 | KGC |
Kinross Gold Corp
|
51 | $1,204 |
All Filings in WPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,481 | 31 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,537 | 27 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||