Glass Jacobson Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-760	Closed	-$42.7K	–	861
2025 Q1	$42.7K	Hold	760	–	–	0.01%	396
2024 Q4	$42.7K	Hold	760	–	–	0.01%	396
2024 Q3	$46.4K	Hold	760	–	–	0.02%	365
2024 Q2	$39.8K	Hold	760	–	–	0.01%	374
2024 Q1	$35.8K	Hold	760	–	–	0.01%	395
2023 Q4	$37.5K	Hold	760	–	–	0.02%	362
2023 Q3	$30.8K	Hold	760	–	–	0.01%	375
2023 Q2	$32.8K	Buy	+760	New	+$36.1K	0.02%	376
2022 Q4	$29.7K	Buy	+760	New	+$27.5K	0.01%	391

Other funds holding WPM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Glass Jacobson Investment Advisors's WPM Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2025, closing a stake of 760 shares — an estimated $42.7K sold.

Glass Jacobson Investment Advisors first reported a position in WPM in Q4 2022 and held it in 9 quarters. The position peaked at $46.4K in Q3 2024. 689 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Wheaton Precious Metals position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 760 Wheaton Precious Metals shares in Q2 2025, an estimated $42.7K.
Glass Jacobson Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Wheaton Precious Metals position peaked at $46.4K in Q3 2024.
689 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.