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

IVC 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
2025 Q4	–	Sell	-1,938	Closed	-$217K	–	193
2025 Q3	$217K	Buy	+1,938	New	+$189K	0.1%	173

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IVC Wealth Advisors's WPM Position: Q4 2025 in Review

IVC Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 1,938 shares — an estimated $217K sold.

IVC Wealth Advisors first reported a position in WPM in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 812 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

IVC Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
IVC Wealth Advisors sold 1,938 Wheaton Precious Metals shares in Q4 2025, an estimated $217K.
IVC Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2025 and held it in 1 quarter.
IVC Wealth Advisors's Wheaton Precious Metals position peaked at $217K in Q3 2025.
812 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.