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Aaron Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Aaron Wealth Advisors’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
16,370
+637
+4% +$82.9K 0.09% 139
2026
Q1 		$2.06M Sell
15,733
-742
-5% -$103K 0.12% 112
2025
Q4 		$1.94M Sell
16,475
-203
-1% -$21.7K 0.11% 135
2025
Q3 		$1.87M Buy
16,678
+170
+1% +$16.6K 0.11% 116
2025
Q2 		$1.48M Sell
16,508
-170
-1% -$14.3K 0.15% 90
2025
Q1 		$1.29M Hold
16,678
– – 0.15% 98
2024
Q4 		$938K Hold
16,678
– – 0.11% 126
2024
Q3 		$1.02M Buy
16,678
+22
+0.1% +$1.31K 0.12% 117
2024
Q2 		$873K Hold
16,656
– – 0.12% 109
2024
Q1 		$785K Hold
16,656
– – 0.11% 114
2023
Q4 		$822K Sell
16,656
-77,138
-82% -$3.49M 0.14% 95
2023
Q3 		$3.8M Hold
93,794
– – 0.49% 34
2023
Q2 		$4.05M Hold
93,794
– – 0.53% 37
2023
Q1 		$4.52M Hold
93,794
– – 0.62% 36
2022
Q4 		$3.67M Buy
93,794
+77,138
+463% +$2.79M 0.54% 40
2022
Q3 		$539K Hold
16,656
– – 0.1% 102
2022
Q2 		$600K Sell
16,656
-775,836
-98% -$33.7M 0.15% 88
2022
Q1 		$16.7M Buy
792,492
+775,836
+4,658% +$33.7M 0.23% 51
2021
Q4 		$715K Hold
16,656
– – 0.2% 75
2021
Q3 		$625K Sell
16,656
-1,490
-8% -$65K 0.18% 72
2021
Q2 		$799K Buy
18,146
+862
+5% +$38.3K 0.26% 63
2021
Q1 		$660K Sell
17,284
-50,793
-75% -$2.02M 0.24% 65
2020
Q4 		$2.84M Buy
+68,077
New +$3.04M 1.04% 28

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Aaron Wealth Advisors's WPM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Wheaton Precious Metals (WPM) stake by 4% in Q2 2026, buying an estimated $82.9K and bringing the position to 16,370 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #139.

Aaron Wealth Advisors first reported a position in WPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.7M in Q1 2022. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Aaron Wealth Advisors held 16,370 shares of Wheaton Precious Metals worth $1.84M as of Q2 2026.
  • Aaron Wealth Advisors bought 637 Wheaton Precious Metals shares in Q2 2026, an estimated $82.9K.
  • Wheaton Precious Metals made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Aaron Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Wheaton Precious Metals position peaked at $16.7M in Q1 2022.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.