Global Assets Advisory’s Wheaton Precious Metals WPM Stock Holding History

Global Assets Advisory’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	$371K	Buy	3,273 +30	+0.9%	+$3.9K	0.08%	231
2026 Q1	$425K	Buy	3,243 +115	+4%	+$16K	0.12%	141
2025 Q4	$368K	Sell	3,128 -15	-0.5%	-$1.61K	0.11%	197
2025 Q3	$351K	Hold	3,143	–	–	0.1%	190
2025 Q2	$281K	Sell	3,143 -5,257	-63%	-$443K	0.11%	166
2025 Q1	$622K	Buy	+8,400	New	+$561K	0.12%	147
2024 Q2	–	Sell	-2,750	Closed	-$131K	–	528
2024 Q1	$131K	Buy	+2,750	New	+$124K	0.08%	169

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

Global Assets Advisory's WPM Position: Q2 2026 in Review

Global Assets Advisory increased its Wheaton Precious Metals (WPM) stake by 0.93% in Q2 2026, buying an estimated $3.9K and bringing the position to 3,273 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #231.

Global Assets Advisory first reported a position in WPM in Q1 2024 and has held it in 7 quarters since. The position peaked at $622K in Q1 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Global Assets Advisory held 3,273 shares of Wheaton Precious Metals worth $371K as of Q2 2026.
Global Assets Advisory bought 30 Wheaton Precious Metals shares in Q2 2026, an estimated $3.9K.
Wheaton Precious Metals made up 0.08% of Global Assets Advisory's portfolio in Q2 2026, its #231 holding.
Global Assets Advisory first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 7 quarters since.
Global Assets Advisory's Wheaton Precious Metals position peaked at $622K in Q1 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.