Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHYS overview All 13F holders of PHYS Full Q2 2026 holdings

Shares (Q2 2026): 9,000
Value: $271.5K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of PHYS by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,000	$271.5K	0.1%	−300−3.2%	Reduced	Holders
Q1 2026	9,300	$329.6K	0.1%	+2,000+27.4%	Added	Holders
Q4 2025	7,300	$241.0K	0.1%	+7,300	New	Holders