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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

WPM holding history

Wheaton Precious Metals Corp. in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPM overviewAll 13F holders of WPMFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of WPM by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−7,017−100.0%Sold outHolders
Q3 20257,017$785.0K<0.1%00.0%UnchangedHolders
Q2 20257,017$630.0K<0.1%00.0%UnchangedHolders
Q1 20257,017$545.0K<0.1%00.0%UnchangedHolders
Q4 20247,017$395.0K<0.1%−154−2.1%ReducedHolders
Q3 20247,171$434.0K<0.1%00.0%UnchangedHolders
Q2 20247,171$374.0K<0.1%+7,171NewHolders
Q1 20240$00.0%−7,303−100.0%Sold outHolders
Q4 20237,303$360.3K<0.1%−20.0%ReducedHolders
Q3 20237,305$296.2K0.1%−467−6.0%ReducedHolders
Q2 20237,772$336.0K<0.1%+177+2.3%AddedHolders
Q1 20237,595$366.0K<0.1%−500−6.2%ReducedHolders
Q4 20228,095$316.4K<0.1%+308+4.0%AddedHolders
Q3 20227,787$252.0K<0.1%00.0%UnchangedHolders
Q2 20227,787$281.0K<0.1%00.0%UnchangedHolders
Q1 20227,787$371.0K<0.1%00.0%UnchangedHolders
Q4 20217,787$334.0K<0.1%00.0%UnchangedHolders
Q3 20217,787$293.0K<0.1%+7,787NewHolders
Q2 20210$00.0%−7,917−100.0%Sold outHolders
Q1 20217,917$302.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.