LFA - Lugano Financial Advisors SA
Position in PHYS — Sprott Physical Gold Trust
CIK 1737871
LUGANO, V8
Position in PHYS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$543,060
New position
Shares Held
18,000
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#377
of 633 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026LFA - Lugano Financial Advisors SA holds $1,154,966 across 6 Asset Management names. PHYS ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
This page
|
18,000 | $543,060 | |
| 2 | KKR |
KKR & Co. Inc.
|
2,850 | $261,573 | |
| 3 | BX |
Blackstone Inc.
|
2,000 | $235,340 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
2,650 | $50,005 | |
| 5 | AVK |
Advent Convertible & Income Fund
|
2,759 | $36,142 | |
| 6 | BLK |
BlackRock, Inc.
|
30 | $28,846 |
All Filings in PHYS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,060 | 18,000 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||