Global Wealth Strategies & Associates’s Wheaton Precious Metals WPM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-300	Closed	-$39.3K	–	482
2026 Q1	$39.3K	Hold	300	–	–	0.01%	194
2025 Q4	$35.3K	Hold	300	–	–	0.01%	188
2025 Q3	$33.6K	Hold	300	–	–	0.01%	178
2025 Q2	$26.9K	Hold	300	–	–	0.01%	150
2025 Q1	$23.3K	Hold	300	–	–	0.01%	169
2024 Q4	$16.9K	Buy	+300	New	+$18.6K	0.01%	176

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 Wealth Strategies & Associates's WPM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 300 shares — an estimated $39.3K sold.

Global Wealth Strategies & Associates first reported a position in WPM in Q4 2024 and held it in 6 quarters. The position peaked at $39.3K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 300 Wheaton Precious Metals shares in Q2 2026, an estimated $39.3K.
Global Wealth Strategies & Associates first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 6 quarters.
Global Wealth Strategies & Associates's Wheaton Precious Metals position peaked at $39.3K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.