GoalVest Advisory’s Wheaton Precious Metals WPM Stock Holding History

GoalVest 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	–	Sell	-13,965	Closed	-$1.83M	–	564
2026 Q1	$1.83M	Buy	13,965 +15	+0.1%	+$2.09K	0.36%	45
2025 Q4	$1.64M	Hold	13,950	–	–	0.31%	46
2025 Q3	$1.56M	Hold	13,950	–	–	0.33%	56
2025 Q2	$1.25M	Hold	13,950	–	–	0.31%	60
2025 Q1	$1.08M	Buy	13,950 +1,500	+12%	+$100K	0.3%	67
2024 Q4	$700K	Hold	12,450	–	–	0.19%	79
2024 Q3	$760K	Hold	12,450	–	–	0.22%	73
2024 Q2	$653K	Buy	12,450 +300	+2%	+$16K	0.21%	72
2024 Q1	$573K	Buy	+12,150	New	+$549K	0.19%	72

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

GoalVest Advisory's WPM Position: Q2 2026 in Review

GoalVest Advisory sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 13,965 shares — an estimated $1.83M sold.

GoalVest Advisory first reported a position in WPM in Q1 2024 and held it in 9 quarters. The position peaked at $1.83M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

GoalVest Advisory reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 13,965 Wheaton Precious Metals shares in Q2 2026, an estimated $1.83M.
GoalVest Advisory first reported a position in Wheaton Precious Metals in Q1 2024 and held it in 9 quarters.
GoalVest Advisory's Wheaton Precious Metals position peaked at $1.83M in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.