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Golden State Equity Partners’s Wheaton Precious Metals WPM Stock Holding History

Golden State Equity Partners’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 		$19.8K Sell
176
-1,198
-87% -$156K 0.05% 180
2026
Q1 		$180K Buy
+1,374
New +$191K 0.01% 644
2024
Q4 		– Sell
-120
Closed -$7.33K – 890
2024
Q3 		$7.33K Buy
+120
New +$7.14K ﹤0.01% 720

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Golden State Equity Partners's WPM Position: Q2 2026 in Review

Golden State Equity Partners reduced its Wheaton Precious Metals (WPM) stake by 87% in Q2 2026, selling an estimated $156K and leaving 176 shares worth $19.8K. The position accounts for 0.05% of the portfolio, ranked #180.

Golden State Equity Partners first reported a position in WPM in Q3 2024 and has held it in 3 quarters since. The position peaked at $180K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Golden State Equity Partners held 176 shares of Wheaton Precious Metals worth $19.8K as of Q2 2026.
  • Golden State Equity Partners sold 1,198 Wheaton Precious Metals shares in Q2 2026, an estimated $156K.
  • Wheaton Precious Metals made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #180 holding.
  • Golden State Equity Partners first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's Wheaton Precious Metals position peaked at $180K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.