Plante Moran Financial Advisors, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1424717
SOUTHFIELD, MI
Position in PHYS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$74,761
+$58,549 QoQ
Shares Held
2,478
+207.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#565
of 646 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $633,547 across 35 Asset Management names. PHYS ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
826 | $97,195 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
9,218 | $90,428 | |
| 3 | PHYS |
Sprott Physical Gold Trust
This page
|
2,478 | $74,761 | |
| 4 | BLK |
BlackRock, Inc.
|
67 | $64,424 | |
| 5 | PFG |
Principal Financial Group Inc
|
547 | $58,955 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
640 | $53,798 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,839 | $41,279 | |
| 8 | ARES |
Ares Management Corp
|
255 | $28,384 |
All Filings in PHYS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,761 | 2,478 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $16,212 | 805 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,405 | 805 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $54,434 | 3,521 | Shares | Sole | 2023-05-08 | |
| 2020-12-31 | $10,623 | 704 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,595 | 704 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,074 | 704 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||