CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WPM — Wheaton Precious Metals Corp.
CIK 819864
KOKOMO, IN
Position in WPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$637,977
-$100,002 QoQ
Shares Held
5,680
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#487
of 849 holders
Holding Since
Dec 2021
18 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,905,267 across 11 Gold names. WPM ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
5,680 | $637,977 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
1,978 | $412,294 | |
| 3 | B |
Barrick Mining Corp
|
9,016 | $331,157 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
1,660 | $155,044 | |
| 5 | SA |
Seabridge Gold Inc
|
3,385 | $87,129 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
511 | $79,271 | |
| 7 | OR |
OR Royalties Inc.
|
2,491 | $78,790 | |
| 8 | RGLD |
Royal Gold Inc
|
336 | $67,068 |
All Filings in WPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,977 | 5,680 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $737,979 | 5,633 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $715,931 | 6,092 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $713,091 | 6,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $494,798 | 5,510 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $446,993 | 5,758 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $326,248 | 5,801 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $362,937 | 5,942 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $189,812 | 3,621 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $9,868 | 200 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,055 | 100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,322 | 100 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,816 | 100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,908 | 100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,236 | 100 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,603 | 100 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,758 | 100 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $4,293 | 100 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||