Medallion Wealth Advisors, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2131139
FARMINGTON, CT
Position in WPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,083
-$3,009 QoQ
Shares Held
161
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#782
of 849 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $198,973 across 6 Gold names. WPM ranks #5 (9.1% of the industry book) .
All Filings in WPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,083 | 161 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,092 | 161 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,920 | 161 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $18,006 | 161 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $14,457 | 161 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $12,498 | 161 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $9,054 | 161 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||