Position in WPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$493,983
-$82,198 QoQ
Shares Held
4,398
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#520
of 849 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Summit Wealth Partners, LLC holds $720,739 across 2 Gold names. WPM ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
4,398 | $493,983 | |
| 2 | RGLD |
Royal Gold Inc
|
1,136 | $226,756 |
All Filings in WPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,983 | 4,398 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $576,181 | 4,398 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||