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Fulcrum Wealth Advisors, LLC

SEC CIK
0002108790
Latest filing
Jul 21, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Fulcrum Wealth Advisors, 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)
249,961
Value
$7.54M
% of portfolio
5.8%
Quarters held
3
Since Q4 2025
Holdings of PHYS by Fulcrum Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026249,961$7.54M5.8%−91,191−26.7%ReducedHolders
Q1 2026341,152$12.1M10.0%−3,588−1.0%ReducedHolders
Q4 2025344,740$11.4M9.4%–No prior filingHolders