Golden State Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Golden State Wealth Management’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	$124K	Hold	1,100	–	–	0.01%	517
2026 Q1	$144K	Hold	1,100	–	–	0.02%	433
2025 Q4	$129K	Hold	1,100	–	–	0.01%	468
2025 Q3	$123K	Hold	1,100	–	–	0.01%	459
2025 Q2	$98.8K	Hold	1,100	–	–	0.01%	485
2025 Q1	$85.4K	Hold	1,100	–	–	0.01%	484
2024 Q4	$61.9K	Buy	+1,100	New	+$68.1K	0.01%	539
2020 Q2	–	Sell	-100	Closed	-$3K	–	923
2020 Q1	$3K	Buy	+100	New	+$2.89K	﹤0.01%	832
2019 Q4	–	Sell	-100	Closed	-$3K	–	971
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	945
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	1000
2019 Q1	$2K	Buy	+100	New	+$2.13K	﹤0.01%	1037

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

Golden State Wealth Management's WPM Position: Q2 2026 in Review

Golden State Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 1,100 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #517.

Golden State Wealth Management first reported a position in WPM in Q1 2019 and has held it in 11 quarters since. The position peaked at $144K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Golden State Wealth Management held 1,100 shares of Wheaton Precious Metals worth $124K as of Q2 2026.
Golden State Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #517 holding.
Golden State Wealth Management first reported a position in Wheaton Precious Metals in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Wheaton Precious Metals position peaked at $144K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.