Bay Colony Advisors’s Wheaton Precious Metals WPM Stock Holding History

Bay Colony 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	$440K	Sell	3,917 -63	-2%	-$8.2K	0.05%	292
2026 Q1	$521K	Buy	3,980 +98	+3%	+$13.6K	0.06%	252
2025 Q4	$456K	Sell	3,882 -545	-12%	-$58.4K	0.05%	296
2025 Q3	$495K	Buy	4,427 +667	+18%	+$65.2K	0.06%	292
2025 Q2	$338K	Sell	3,760 -93	-2%	-$7.83K	0.05%	320
2025 Q1	$296K	Sell	3,853 -1,234	-24%	-$82.3K	0.05%	339
2024 Q4	$286K	Buy	5,087 +480	+10%	+$29.7K	0.04%	343
2024 Q3	$281K	Buy	4,607 +217	+5%	+$12.9K	0.04%	336
2024 Q2	$230K	Buy	+4,390	New	+$235K	0.04%	359
2020 Q1	–	Sell	-18,100	Closed	-$528K	–	255
2019 Q4	$528K	Sell	18,100 -2,100	-10%	-$57.4K	0.34%	99
2019 Q3	$530K	Buy	+20,200	New	+$544K	0.36%	100

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 $59.9B AUM 27.01% 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

Bay Colony Advisors's WPM Position: Q2 2026 in Review

Bay Colony Advisors reduced its Wheaton Precious Metals (WPM) stake by 1.6% in Q2 2026, selling an estimated $8.2K and leaving 3,917 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #292.

Bay Colony Advisors first reported a position in WPM in Q3 2019 and has held it in 11 quarters since. The position peaked at $530K in Q3 2019. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Bay Colony Advisors held 3,917 shares of Wheaton Precious Metals worth $440K as of Q2 2026.
Bay Colony Advisors sold 63 Wheaton Precious Metals shares in Q2 2026, an estimated $8.2K.
Wheaton Precious Metals made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #292 holding.
Bay Colony Advisors first reported a position in Wheaton Precious Metals in Q3 2019 and has held it in 11 quarters since.
Bay Colony Advisors's Wheaton Precious Metals position peaked at $530K in Q3 2019.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.