Skip to main content

Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Archetype Wealth Partners, 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)
51,283
Value
$1.55M
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of PHYS by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,283$1.55M0.2%00.0%UnchangedHolders
Q1 202651,283$1.82M0.2%00.0%UnchangedHolders
Q4 202551,283$1.69M0.2%00.0%UnchangedHolders
Q3 202551,283$1.52M0.2%00.0%UnchangedHolders
Q2 202551,283$1.30M0.2%00.0%UnchangedHolders
Q1 202551,283$1.23M0.2%+30,218+143.5%AddedHolders
Q4 202421,065$424.0K0.1%+21,065NewHolders