Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHYS overview All 13F holders of PHYS Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of PHYS by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−64,910−100.0%	Sold out	Holders
Q3 2021	64,910	$896.0K	0.1%	−70−0.1%	Reduced	Holders
Q2 2021	64,980	$912.0K	0.1%	+2,000+3.2%	Added	Holders
Q1 2021	62,980	$845.0K	0.1%	–	–	Holders

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