INDEPENDENT FINANCIAL GROUP, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 275484
SAN DIEGO, CA
Position in WPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$660,441
-$30,505 QoQ
Shares Held
5,880
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#483
of 849 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,883,388 across 11 Gold names. WPM ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
53,671 | $1,971,335 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
11,223 | $1,048,228 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
5,880 | $660,441 | |
| 4 | KGC |
Kinross Gold Corp
|
26,769 | $632,283 | |
| 5 | SSRM |
Ssr Mining Inc.
|
19,214 | $543,371 | |
| 6 | RGLD |
Royal Gold Inc
|
2,366 | $472,277 | |
| 7 | GFI |
Gold Fields Ltd
|
14,057 | $472,174 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
29,378 | $446,839 |
All Filings in WPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,441 | 5,880 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $690,946 | 5,274 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $964,134 | 8,204 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $915,745 | 8,188 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,301,830 | 14,497 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $597,518 | 7,697 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $432,879 | 7,697 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $470,071 | 7,696 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $363,952 | 6,943 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $327,176 | 6,942 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $347,452 | 7,042 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $305,544 | 7,535 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $359,503 | 8,318 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $395,682 | 8,216 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $317,837 | 8,133 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $246,453 | 7,616 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $292,383 | 8,115 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $405,238 | 8,517 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $352,798 | 8,218 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $254,679 | 6,777 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $278,786 | 6,326 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $241,640 | 6,324 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $263,963 | 6,324 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $325,481 | 6,633 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $271,920 | 6,173 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||