IAG Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

IAG Wealth 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 Q1	$39.3K	Sell	300 -45	-13%	-$6.26K	﹤0.01%	233
2025 Q4	$40.5K	Hold	345	–	–	﹤0.01%	231
2025 Q3	$38.6K	Hold	345	–	–	﹤0.01%	241
2025 Q2	$31K	Hold	345	–	–	﹤0.01%	238
2025 Q1	$26.8K	Hold	345	–	–	﹤0.01%	252
2024 Q4	$19.4K	Hold	345	–	–	﹤0.01%	286
2024 Q3	$21.1K	Hold	345	–	–	﹤0.01%	279
2024 Q2	$18.1K	Hold	345	–	–	﹤0.01%	274
2024 Q1	$16.3K	Hold	345	–	–	﹤0.01%	261
2023 Q4	$17K	Hold	345	–	–	﹤0.01%	245
2023 Q3	$14K	Hold	345	–	–	﹤0.01%	263
2023 Q2	$14.9K	Hold	345	–	–	﹤0.01%	269
2023 Q1	$16.6K	Hold	345	–	–	﹤0.01%	244
2022 Q4	$13.5K	Sell	345 -600	-63%	-$21.7K	﹤0.01%	257
2022 Q3	$31K	Hold	945	–	–	0.01%	166
2022 Q2	$34K	Sell	945 -450	-32%	-$19.5K	0.01%	161
2022 Q1	$66K	Hold	1,395	–	–	0.02%	117
2021 Q4	$60K	Hold	1,395	–	–	0.02%	123
2021 Q3	$53K	Sell	1,395 -350	-20%	-$15.3K	0.02%	120
2021 Q2	$77K	Hold	1,745	–	–	0.03%	92
2021 Q1	$67K	Hold	1,745	–	–	0.03%	96
2020 Q4	$73K	Hold	1,745	–	–	0.03%	89
2020 Q3	$86K	Buy	1,745 +95	+6%	+$4.84K	0.04%	77
2020 Q2	$73K	Hold	1,650	–	–	0.04%	83
2020 Q1	$46K	Sell	1,650 -1,000	-38%	-$28.9K	0.03%	98
2019 Q4	$79K	Buy	+2,650	New	+$72.4K	0.05%	82

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IAG Wealth Partners's WPM Position: Q1 2026 in Review

IAG Wealth Partners reduced its Wheaton Precious Metals (WPM) stake by 13% in Q1 2026, selling an estimated $6.26K and leaving 300 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

IAG Wealth Partners first reported a position in WPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $86K in Q3 2020. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

IAG Wealth Partners held 300 shares of Wheaton Precious Metals worth $39.3K as of Q1 2026.
IAG Wealth Partners sold 45 Wheaton Precious Metals shares in Q1 2026, an estimated $6.26K.
Wheaton Precious Metals made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #233 holding.
IAG Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Wheaton Precious Metals position peaked at $86K in Q3 2020.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.