Institute for Wealth Management’s Triple Flag Precious Metals TFPM Stock Holding History

Institute for Wealth Management’s Portfolio TFPM Stock Details TFPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Hold	16,487	–	–	0.04%	327
2026 Q1	$572K	Buy	16,487 +1,438	+10%	+$52.1K	0.06%	290
2025 Q4	$500K	Hold	15,049	–	–	0.05%	317
2025 Q3	$440K	Buy	15,049 +145	+1%	+$3.75K	0.05%	352
2025 Q2	$353K	Hold	14,904	–	–	0.04%	390
2025 Q1	$285K	Hold	14,904	–	–	0.04%	425
2024 Q4	$224K	Hold	14,904	–	–	0.03%	465
2024 Q3	$241K	Sell	14,904 -893	-6%	-$14.3K	0.03%	474
2024 Q2	$245K	Hold	15,797	–	–	0.03%	439
2024 Q1	$228K	Buy	+15,797	New	+$204K	0.03%	451

Other funds holding TFPM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Institute for Wealth Management's TFPM Position: Q2 2026 in Review

Institute for Wealth Management held its Triple Flag Precious Metals (TFPM) position steady in Q2 2026 at 16,487 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #327.

Institute for Wealth Management first reported a position in TFPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $572K in Q1 2026. 224 funds tracked by Wall St. Rank hold TFPM as of Q2 2026.

Institute for Wealth Management held 16,487 shares of Triple Flag Precious Metals worth $494K as of Q2 2026.
Institute for Wealth Management left its Triple Flag Precious Metals share count unchanged in Q2 2026.
Triple Flag Precious Metals made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #327 holding.
Institute for Wealth Management first reported a position in Triple Flag Precious Metals in Q1 2024 and has held it in 10 quarters since.
Institute for Wealth Management's Triple Flag Precious Metals position peaked at $572K in Q1 2026.
224 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.