KAVAR CAPITAL PARTNERS GROUP, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1841766
LEAWOOD, KS
Position in PHYS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$893,032
-$439,512 QoQ
Shares Held
29,600
-21.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#101
of 247 holders
Holding Since
Mar 2025
6 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $8,632,823 across 6 Asset Management names. PHYS ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
57,443 | $6,759,317 | |
| 2 | PHYS |
Sprott Physical Gold Trust
This page
|
29,600 | $893,032 | |
| 3 | KKR |
KKR & Co. Inc.
|
4,027 | $369,598 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,383 | $256,839 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
|
14,250 | $218,737 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
10,000 | $135,300 |
All Filings in PHYS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,032 | 29,600 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,332,544 | 37,600 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,241,552 | 37,600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,255,888 | 42,400 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,204,125 | 47,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,236,684 | 51,400 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||