WEALTHCARE CAPITAL MANAGEMENT LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1516450
RICHMOND, VA
Position in PHYS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$13,747,503
-$2,893,667 QoQ
Shares Held
455,668
-3.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
23.90%
of 13F equity value
Holder Rank
#69
of 650 holders
Holding Since
Sep 2024
8 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, 2026WEALTHCARE CAPITAL MANAGEMENT LLC holds $44,578,160 across 3 Asset Management names. PHYS ranks #2 (30.8% of the industry book) .
All Filings in PHYS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,747,503 | 455,668 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,641,170 | 469,559 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,904,962 | 542,246 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $18,403,202 | 621,310 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,326,209 | 1,077,957 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $40,882,487 | 1,699,189 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $38,501,778 | 1,911,707 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $35,950,034 | 1,763,986 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||