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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Wealthspire Advisors, 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)
16,228
Value
$489.6K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2021
Holdings of PHYS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,228$489.6K<0.1%−498−3.0%ReducedHolders
Q1 202616,726$592.8K<0.1%+16,726NewHolders
Q4 20250$00.0%−1,270−100.0%Sold outHolders
Q3 20251,270$37.6K<0.1%+1,270NewHolders
Q4 20210$00.0%−20,000−100.0%Sold outHolders
Q3 202120,000$276.0K<0.1%+20,000NewHolders