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FLP Wealth Management, LLC

SEC CIK
0002052024
Latest filing
Jul 28, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by FLP Wealth Management, 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)
57,136
Value
$1.72M
% of portfolio
3.1%
Quarters held
7
Since Q4 2024
Holdings of PHYS by FLP Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,136$1.72M3.1%+26,768+88.1%AddedHolders
Q1 202630,368$1.08M2.2%−29,106−48.9%ReducedHolders
Q4 202559,474$1.96M4.6%00.0%UnchangedHolders
Q3 202559,474$1.76M5.0%00.0%UnchangedHolders
Q2 202559,474$1.51M4.2%00.0%UnchangedHolders
Q1 202559,474$1.43M4.5%+8,936+17.7%AddedHolders
Q4 202450,538$1.02M2.6%–No prior filingHolders