Summit Financial Strategies, Inc.
Position in PHYS — Sprott Physical Gold Trust
CIK 1625246
Columbus, OH
Position in PHYS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$201,897
-$32,077 QoQ
Shares Held
6,692
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#194
of 247 holders
Holding Since
Dec 2025
3 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, 2026Summit Financial Strategies, Inc. holds $426,477 across 2 Asset Management names. PHYS ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHY |
Calamos Convertible & High Income Fund
|
16,489 | $224,580 | |
| 2 | PHYS |
Sprott Physical Gold Trust
This page
|
6,692 | $201,897 |
All Filings in PHYS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,897 | 6,692 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $233,974 | 6,602 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $207,101 | 6,272 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||