Lineweaver Wealth Advisors, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1797873
VALLEY VIEW, OH
Position in PHYS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$561,614
-$98,101 QoQ
Shares Held
18,615
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#382
of 649 holders
Holding Since
Mar 2020
26 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, 2026Lineweaver Wealth Advisors, LLC holds $4,473,240 across 2 Asset Management names. PHYS ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,068 | $3,911,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
This page
|
18,615 | $561,614 |
All Filings in PHYS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,614 | 18,615 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $659,715 | 18,615 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $614,667 | 18,615 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $551,376 | 18,615 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $471,890 | 18,615 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $447,876 | 18,615 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $374,906 | 18,615 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $379,373 | 18,615 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $336,186 | 18,615 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $322,039 | 18,615 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $296,536 | 18,615 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $266,566 | 18,615 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $277,735 | 18,615 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $287,787 | 18,615 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $262,471 | 18,615 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $238,272 | 18,615 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $263,960 | 18,615 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $286,112 | 18,615 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $267,311 | 18,615 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $256,887 | 18,615 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $261,168 | 18,615 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $249,627 | 18,615 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $280,900 | 18,615 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $280,155 | 18,615 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $266,380 | 18,615 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $288,154 | 21,963 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||