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Goodman Financial’s Wheaton Precious Metals WPM Stock Holding History

Goodman Financial’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
Q1 		– Sell
-2,000
Closed -$235K – 81
2025
Q4 		$235K Hold
2,000
– – 0.04% 69
2025
Q3 		$224K Buy
+2,000
New +$195K 0.04% 65

Other funds holding WPM

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Fidelity Investments
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goodman Financial's WPM Position: Q1 2026 in Review

Goodman Financial sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 2,000 shares — an estimated $235K sold.

Goodman Financial first reported a position in WPM in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Goodman Financial reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Goodman Financial sold 2,000 Wheaton Precious Metals shares in Q1 2026, an estimated $235K.
  • Goodman Financial first reported a position in Wheaton Precious Metals in Q3 2025 and held it in 2 quarters.
  • Goodman Financial's Wheaton Precious Metals position peaked at $235K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.