Aventura Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Aventura Private Wealth’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	$38.5K	Buy	343 +35	+11%	+$4.55K	0.01%	381
2026 Q1	$40.4K	Buy	308 +20	+7%	+$2.78K	0.01%	352
2025 Q4	$33.8K	Buy	+288	New	+$30.8K	0.01%	348
2025 Q3	–	Sell	-39	Closed	-$3.5K	–	849
2025 Q2	$3.5K	Hold	39	–	–	﹤0.01%	574
2025 Q1	$3.03K	Hold	39	–	–	﹤0.01%	567
2024 Q4	$2.19K	Buy	+39	New	+$2.42K	﹤0.01%	576

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Aventura Private Wealth's WPM Position: Q2 2026 in Review

Aventura Private Wealth increased its Wheaton Precious Metals (WPM) stake by 11% in Q2 2026, buying an estimated $4.55K and bringing the position to 343 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #381.

Aventura Private Wealth first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.4K in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Aventura Private Wealth held 343 shares of Wheaton Precious Metals worth $38.5K as of Q2 2026.
Aventura Private Wealth bought 35 Wheaton Precious Metals shares in Q2 2026, an estimated $4.55K.
Wheaton Precious Metals made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #381 holding.
Aventura Private Wealth first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
Aventura Private Wealth's Wheaton Precious Metals position peaked at $40.4K in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.