DIVERSIFY WEALTH MANAGEMENT, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2030780
SANDY, UT
Position in WPM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$308,921
-$64,557 QoQ
Shares Held
2,358
-25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $12,236,896 across 8 Gold names. WPM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GFI |
Gold Fields Ltd
|
83,217 | $3,778,051 | |
| 2 | HMY |
Harmony Gold Mining Co Ltd
|
187,697 | $2,884,902 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
9,101 | $1,847,320 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
14,046 | $1,520,479 | |
| 5 | B |
Barrick Mining Corp
|
30,737 | $1,253,762 | |
| 6 | AU |
AngloGold Ashanti PLC
|
4,389 | $427,313 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,358 | $308,921 | |
| 8 | SSRM |
Ssr Mining Inc.
|
7,352 | $216,148 |
All Filings in WPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,921 | 2,358 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $373,478 | 3,178 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $349,500 | 3,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $280,625 | 3,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,203 | 4,640 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $261,740 | 4,654 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $284,327 | 4,655 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $242,861 | 4,633 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||