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Great Valley Advisor Group’s Wheaton Precious Metals WPM Stock Holding History

Great Valley Advisor Group’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 		$247K Buy
2,196
+2
+0.1% +$260 ﹤0.01% 908
2026
Q1 		$288K Sell
2,194
-1,447
-40% -$201K 0.01% 839
2025
Q4 		$428K Sell
3,641
-75
-2% -$8.03K 0.01% 673
2025
Q3 		$416K Buy
3,716
+2
+0.1% +$195 0.01% 674
2025
Q2 		$333K Buy
3,714
+45
+1% +$3.79K 0.01% 719
2025
Q1 		$285K Sell
3,669
-493
-12% -$32.9K 0.01% 742
2024
Q4 		$234K Buy
4,162
+59
+1% +$3.65K 0.01% 768
2024
Q3 		$251K Buy
4,103
+219
+6% +$13K 0.01% 740
2024
Q2 		$204K Buy
+3,884
New +$208K 0.01% 746
2023
Q2 		– Sell
-6,868
Closed -$331K – 747
2023
Q1 		$331K Buy
6,868
+714
+12% +$31.2K 0.02% 516
2022
Q4 		$240K Sell
6,154
-186
-3% -$6.72K 0.01% 611
2022
Q3 		$205K Sell
6,340
-9,152
-59% -$301K 0.01% 628
2022
Q2 		$558K Buy
15,492
+981
+7% +$42.6K 0.03% 407
2022
Q1 		$686K Buy
+14,511
New +$631K 0.04% 339

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

Great Valley Advisor Group's WPM Position: Q2 2026 in Review

Great Valley Advisor Group increased its Wheaton Precious Metals (WPM) stake by 0.09% in Q2 2026, buying an estimated $260 and bringing the position to 2,196 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Great Valley Advisor Group first reported a position in WPM in Q1 2022 and has held it in 14 quarters since. The position peaked at $686K in Q1 2022. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Great Valley Advisor Group held 2,196 shares of Wheaton Precious Metals worth $247K as of Q2 2026.
  • Great Valley Advisor Group bought 2 Wheaton Precious Metals shares in Q2 2026, an estimated $260.
  • Wheaton Precious Metals made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #908 holding.
  • Great Valley Advisor Group first reported a position in Wheaton Precious Metals in Q1 2022 and has held it in 14 quarters since.
  • Great Valley Advisor Group's Wheaton Precious Metals position peaked at $686K in Q1 2022.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.