Icon Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Icon Wealth Advisors’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	–	Sell	-2,878	Closed	-$359K	–	436
2026 Q1	$359K	Buy	2,878 +4	+0.1%	+$556	0.02%	294
2025 Q4	$338K	Buy	2,874 +504	+21%	+$54K	0.02%	301
2025 Q3	$265K	Buy	+2,370	New	+$232K	0.02%	326
2025 Q2	–	Sell	-3,033	Closed	-$235K	–	538
2025 Q1	$235K	Hold	3,033	–	–	0.02%	322
2024 Q4	$171K	Buy	3,033 +7	+0.2%	+$434	0.01%	403
2024 Q3	$185K	Buy	+3,026	New	+$180K	0.02%	371
2024 Q2	–	Sell	-3,020	Closed	-$142K	–	500
2024 Q1	$142K	Sell	3,020 -7,507	-71%	-$339K	0.01%	398
2023 Q4	$519K	Buy	+10,527	New	+$476K	0.05%	186

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 $60.8B AUM 26.63% 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

Icon Wealth Advisors's WPM Position: Q2 2026 in Review

Icon Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 2,878 shares — an estimated $359K sold.

Icon Wealth Advisors first reported a position in WPM in Q4 2023 and held it in 8 quarters. The position peaked at $519K in Q4 2023. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Icon Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Icon Wealth Advisors sold 2,878 Wheaton Precious Metals shares in Q2 2026, an estimated $359K.
Icon Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 8 quarters.
Icon Wealth Advisors's Wheaton Precious Metals position peaked at $519K in Q4 2023.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.