Caldwell Trust Co

Bank

Position in WPM — Wheaton Precious Metals Corp.

CIK 2080218 Venice, FL

Position in WPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$24,148

-$32,186 QoQ

Shares Held

215

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#767

of 849 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Caldwell Trust Co holds $1,329,563 across 5 Gold names. WPM ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	B	Barrick Mining Corp	31,473	$1,156,003
2	NEM	NEWMONT Corp /DE/	865	$80,791
3	RGLD	Royal Gold Inc	200	$39,922
4	AEM	Agnico Eagle Mines Ltd	185	$28,699
5	WPM	Wheaton Precious Metals Corp. This page	215	$24,148

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,148	215	-50.0%	Shares	Sole	2026-08-03
2026-03-31	$56,334	430	0.0%	Shares	Sole	2026-04-22
2025-12-31	$50,533	430	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.