Independent Family Office, LLC
Family OfficePosition in PHYS — Sprott Physical Gold Trust
CIK 1756485
ALBANY, NY
Position in PHYS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,548,203
-$270,436 QoQ
Shares Held
51,316
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#256
of 646 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Independent Family Office, LLC holds $3,930,664 across 4 Asset Management names. PHYS ranks #1 (39.4% of the industry book) .
All Filings in PHYS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,548,203 | 51,316 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,818,639 | 51,316 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,694,454 | 51,316 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,519,979 | 51,316 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,300,860 | 51,316 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,645,487 | 68,391 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,377,394 | 68,391 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,393,808 | 68,391 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,235,141 | 68,391 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,183,164 | 68,391 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,089,468 | 68,391 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $979,359 | 68,391 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,020,393 | 68,391 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,057,324 | 68,391 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $964,313 | 68,391 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $875,404 | 68,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $969,784 | 68,391 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,051,169 | 68,391 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $982,094 | 68,391 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $943,795 | 68,391 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $959,525 | 68,391 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $917,123 | 68,391 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $944,996 | 62,624 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $689,711 | 45,828 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $344,913 | 24,103 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||