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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

PHYS holding history

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

PHYS overviewAll 13F holders of PHYSFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of PHYS by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,300−100.0%Sold outHolders
Q1 20266,300$223.3K<0.1%+6,300NewHolders