Position in WPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$526,668
-$79,515 QoQ
Shares Held
4,689
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#513
of 849 holders
Holding Since
Jun 2024
9 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, 2026PDS Planning, Inc holds $2,198,344 across 6 Gold names. WPM ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
4,689 | $526,668 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
4,495 | $419,833 | |
| 3 | AU |
AngloGold Ashanti PLC
|
4,860 | $393,125 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
2,153 | $333,994 | |
| 5 | KGC |
Kinross Gold Corp
|
11,795 | $278,597 | |
| 6 | B |
Barrick Mining Corp
|
6,701 | $246,127 |
All Filings in WPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,668 | 4,689 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $606,183 | 4,627 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $562,803 | 4,789 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $498,694 | 4,459 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $399,520 | 4,449 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $349,102 | 4,497 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $240,932 | 4,284 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $270,523 | 4,429 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $205,958 | 3,929 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||