Position in WPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$330,782
+$318,468 QoQ
Shares Held
2,945
+3033.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 849 holders
Holding Since
Mar 2021
15 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, 2026Clearstead Advisors, LLC holds $5,204,016 across 22 Gold names. WPM ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
25,624 | $2,393,281 | |
| 2 | B |
Barrick Mining Corp
|
20,217 | $742,570 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
2,178 | $337,873 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,945 | $330,782 | |
| 5 | CDE |
Coeur Mining, Inc.
|
19,795 | $323,054 | |
| 6 | PAAS |
Pan American Silver Corp
|
6,065 | $271,651 | |
| 7 | NG |
Novagold Resources Inc
|
35,761 | $213,493 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
656 | $136,736 |
All Filings in WPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,782 | 2,945 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,314 | 94 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $410,497 | 3,493 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $390,321 | 3,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $197,829 | 2,203 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $171,018 | 2,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $83,797 | 1,490 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,009 | 1,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $78,105 | 1,490 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,388 | 1,154 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,838 | 321 | Shares | Sole | 2024-02-12 | |
| 2021-12-31 | $1,073 | 25 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $939 | 25 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,101 | 25 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $955 | 25 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||