GFG Capital’s Wheaton Precious Metals WPM Stock Holding History

GFG Capital’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
2023 Q2	–	Sell	-5,551	Closed	-$217K	–	127
2023 Q1	$217K	Hold	5,551	–	–	0.05%	106
2022 Q4	$217K	Buy	+5,551	New	+$201K	0.03%	110
2022 Q3	–	Sell	-5,551	Closed	-$200K	–	141
2022 Q2	$200K	Hold	5,551	–	–	0.06%	123
2022 Q1	$264K	Hold	5,551	–	–	0.08%	118
2021 Q4	$238K	Sell	5,551 -15	-0.3%	-$618	0.07%	124
2021 Q3	$209K	Sell	5,566 -5,270	-49%	-$230K	0.07%	123
2021 Q2	$478K	Buy	10,836 +15	+0.1%	+$667	0.14%	75
2021 Q1	$413K	Buy	+10,821	New	+$429K	0.14%	73

Other funds holding WPM

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GFG Capital's WPM Position: Q2 2023 in Review

GFG Capital sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 5,551 shares — an estimated $217K sold.

GFG Capital first reported a position in WPM in Q1 2021 and held it in 8 quarters. The position peaked at $478K in Q2 2021. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

GFG Capital reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
GFG Capital sold 5,551 Wheaton Precious Metals shares in Q2 2023, an estimated $217K.
GFG Capital first reported a position in Wheaton Precious Metals in Q1 2021 and held it in 8 quarters.
GFG Capital's Wheaton Precious Metals position peaked at $478K in Q2 2021.
509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on GFG Capital's 13F filing for Q2 2023, filed 28 Jul 2023.