IAA
WPM icon

Independent Advisor Alliance’s Wheaton Precious Metals WPM Stock Holding History

Independent Advisor Alliance’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 		$1.1M Sell
8,389
-64
-0.8% -$8.9K 0.01% 784
2025
Q4 		$993K Buy
8,453
+2,309
+38% +$247K 0.02% 472
2025
Q3 		$687K Buy
6,144
+2,411
+65% +$236K 0.02% 537
2025
Q2 		$335K Buy
+3,733
New +$314K 0.01% 696
2022
Q4 		– Sell
-8,551
Closed -$277K – 632
2022
Q3 		$277K Buy
8,551
+300
+4% +$9.85K 0.02% 501
2022
Q2 		$297K Buy
8,251
+994
+14% +$43.1K 0.02% 486
2022
Q1 		$345K Buy
7,257
+74
+1% +$3.22K 0.02% 483
2021
Q4 		$308K Buy
7,183
+629
+10% +$25.9K 0.02% 515
2021
Q3 		$246K Buy
6,554
+168
+3% +$7.33K 0.01% 540
2021
Q2 		$281K Sell
6,386
-199
-3% -$8.85K 0.02% 520
2021
Q1 		$252K Sell
6,585
-115
-2% -$4.56K 0.01% 517
2020
Q4 		$280K Buy
6,700
+1,075
+19% +$48K 0.02% 443
2020
Q3 		$276K Buy
+5,625
New +$287K 0.02% 398

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Independent Advisor Alliance's WPM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Wheaton Precious Metals (WPM) stake by 0.76% in Q1 2026, selling an estimated $8.9K and leaving 8,389 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #784.

Independent Advisor Alliance first reported a position in WPM in Q3 2020 and has held it in 13 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Independent Advisor Alliance held 8,389 shares of Wheaton Precious Metals worth $1.1M as of Q1 2026.
  • Independent Advisor Alliance sold 64 Wheaton Precious Metals shares in Q1 2026, an estimated $8.9K.
  • Wheaton Precious Metals made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #784 holding.
  • Independent Advisor Alliance first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 13 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.