Kingsview Wealth Management, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1791965
GRANTS PASS, OR
Position in PHYS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$17,457,146
-$1,556,520 QoQ
Shares Held
578,626
+7.9% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#55
of 649 holders
Holding Since
Jun 2021
21 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, 2026Kingsview Wealth Management, LLC holds $103,095,248 across 58 Asset Management names. PHYS ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 2 | PHYS |
Sprott Physical Gold Trust
This page
|
578,626 | $17,457,146 | |
| 3 | BLK |
BlackRock, Inc.
|
9,112 | $8,761,734 | |
| 4 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 5 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 | |
| 7 | ARES |
Ares Management Corp
|
41,769 | $4,649,307 | |
| 8 | HLNE |
Hamilton Lane INC
|
50,385 | $3,971,848 |
All Filings in PHYS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,457,146 | 578,626 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $19,013,666 | 536,503 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,176,906 | 338,489 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,549,487 | 288,639 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,170,418 | 243,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,673,582 | 194,247 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,892,869 | 143,638 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,241,800 | 110,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $697,188 | 38,604 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $368,490 | 21,300 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $339,309 | 21,300 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $305,016 | 21,300 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $337,192 | 22,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $360,218 | 23,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $323,595 | 22,950 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $289,280 | 22,600 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $174,414 | 12,300 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $185,977 | 12,100 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $183,520 | 12,780 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $166,980 | 12,100 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $164,151 | 11,700 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||