WWP
SAND

WR Wealth Planners’s Sandstorm Gold SAND Stock Holding History

WR Wealth Planners’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$209K Hold
37,535
– – 0.07% 151
2024
Q3 		$225K Sell
37,535
-1,200
-3% -$6.82K 0.06% 165
2024
Q2 		$211K Hold
38,735
– – 0.06% 163
2024
Q1 		$203K Hold
38,735
– – 0.06% 170
2023
Q4 		$195K Sell
38,735
-4,200
-10% -$20K 0.07% 174
2023
Q3 		$200K Hold
42,935
– – 0.08% 169
2023
Q2 		$220K Sell
42,935
-1,450
-3% -$8.07K 0.09% 157
2023
Q1 		$258K Buy
+44,385
New +$243K 0.11% 132

Other funds holding SAND

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

WR Wealth Planners's SAND Position: Q4 2024 in Review

WR Wealth Planners held its Sandstorm Gold (SAND) position steady in Q4 2024 at 37,535 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #151.

WR Wealth Planners first reported a position in SAND in Q1 2023 and has held it in 8 quarters since. The position peaked at $258K in Q1 2023. 217 funds tracked by Wall St. Rank hold SAND as of Q4 2024.

  • WR Wealth Planners held 37,535 shares of Sandstorm Gold worth $209K as of Q4 2024.
  • WR Wealth Planners left its Sandstorm Gold share count unchanged in Q4 2024.
  • Sandstorm Gold made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #151 holding.
  • WR Wealth Planners first reported a position in Sandstorm Gold in Q1 2023 and has held it in 8 quarters since.
  • WR Wealth Planners's Sandstorm Gold position peaked at $258K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.