BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by BKD Wealth Advisors, 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 (Q2 2026): 7,492
Value: $226.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PHYS by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,492	$226.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	7,492	$265.5K	<0.1%	−1,237−14.2%	Reduced	Holders
Q4 2025	8,729	$288.2K	<0.1%	+8,729	New	Holders