Wealth Dimensions Group, Ltd.

Position in PHYS — Sprott Physical Gold Trust

CIK 1846462 CINCINNATI, OH

Position in PHYS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$286,615

-$50,065 QoQ

Shares Held

9,500

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#483

of 649 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Dimensions Group, Ltd. holds $901,108 across 4 Asset Management names. PHYS ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust This page	9,500	$286,615
2	NZF	Nuveen Municipal Credit Income Fund	17,900	$226,972
3	NVG	Nuveen AMT-Free Municipal Credit Income Fund	17,395	$222,656
4	NXP	Nuveen Select Tax Free Income Portfolio	11,521	$164,865

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,615	9,500	0.0%	Shares	Sole	2026-07-22
2026-03-31	$336,680	9,500	0.0%	Shares	Sole	2026-05-12
2025-12-31	$313,690	9,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$281,390	9,500	0.0%	Shares	Sole	2025-10-30
2025-06-30	$240,825	9,500	0.0%	Shares	Sole	2025-08-12
2025-03-31	$228,570	9,500	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.