TrustWell Financial Advisors, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2133429
Jacksonville, FL
Position in WPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$348,865
-$11,674 QoQ
Shares Held
3,106
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#591
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, 2026TrustWell Financial Advisors, LLC holds $666,105 across 2 Gold names. WPM ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
3,106 | $348,865 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
2,045 | $317,240 |
All Filings in WPM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,865 | 3,106 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $360,539 | 2,752 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||