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Pacific Wealth Management

SEC CIK
0001852338
Latest filing
Aug 7, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Pacific Wealth Management, 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
3
Since Q3 2025
Holdings of PHYS by Pacific Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−9,225−100.0%Sold outHolders
Q1 20269,225$326.9K0.2%+1,660+21.9%AddedHolders
Q4 20257,565$249.8K0.1%00.0%UnchangedHolders
Q3 20257,565$224.1K0.1%+7,565NewHolders