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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Boston 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of PHYS by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−27,065−100.0%Sold outHolders
Q3 202327,065$387.6K<0.1%00.0%UnchangedHolders
Q2 202327,065$403.8K<0.1%−1,290−4.5%ReducedHolders
Q1 202328,355$438.4K<0.1%00.0%UnchangedHolders
Q4 202228,355$399.8K<0.1%00.0%UnchangedHolders
Q3 202228,355$363.0K<0.1%00.0%UnchangedHolders
Q2 202228,355$402.0K<0.1%00.0%UnchangedHolders
Q1 202228,355$436.0K<0.1%−2,810−9.0%ReducedHolders
Q4 202131,165$447.0K<0.1%−201,529−86.6%ReducedHolders
Q3 2021232,694$3.21M<0.1%00.0%UnchangedHolders
Q2 2021232,694$3.27M<0.1%00.0%UnchangedHolders
Q1 2021232,694$3.12M<0.1%––Holders

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