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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Arkadios Wealth Advisors, 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)
28,946
Value
$873.3K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of PHYS by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,946$873.3K<0.1%+8,172+39.3%AddedHolders
Q1 202620,774$736.2K<0.1%+20,774NewHolders
Q4 20240$00.0%−10,500−100.0%Sold outHolders
Q3 202410,500$214.0K<0.1%00.0%UnchangedHolders
Q2 202410,500$189.6K<0.1%00.0%UnchangedHolders
Q1 202410,500$181.7K<0.1%00.0%UnchangedHolders
Q4 202310,500$167.3K<0.1%00.0%UnchangedHolders
Q3 202310,500$150.4K<0.1%00.0%UnchangedHolders
Q2 202310,500$156.7K<0.1%00.0%UnchangedHolders
Q1 202310,500$162.3K<0.1%00.0%UnchangedHolders
Q4 202210,500$148.1K<0.1%00.0%UnchangedHolders
Q3 202210,500$134.0K<0.1%+10,500NewHolders
Q3 20210$00.0%−2,000−100.0%Sold outHolders
Q2 20212,000$28.0K<0.1%00.0%UnchangedHolders
Q1 20212,000$26.0K<0.1%––Holders

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