WLPWM
SA

Walled Lake Planning & Wealth Management’s Seabridge Gold SA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SA Stock Details SA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Hold
16,095
– – 0.1% 90
2026
Q1 		$456K Hold
16,095
– – 0.13% 80
2025
Q4 		$476K Buy
+16,095
New +$423K 0.15% 76

Other funds holding SA

KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SA Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Seabridge Gold (SA) position steady in Q2 2026 at 16,095 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #90.

Walled Lake Planning & Wealth Management first reported a position in SA in Q4 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 180 funds tracked by Wall St. Rank hold SA as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 16,095 shares of Seabridge Gold worth $414K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its Seabridge Gold share count unchanged in Q2 2026.
  • Seabridge Gold made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Seabridge Gold in Q4 2025 and has held it in 3 quarters since.
  • Walled Lake Planning & Wealth Management's Seabridge Gold position peaked at $476K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Seabridge Gold as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.