Badgley Phelps Wealth Managers, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1895362
SEATTLE, WA
Position in PHYS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$684,919
-$208,239 QoQ
Shares Held
22,702
-9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#353
of 649 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $16,762,803 across 4 Asset Management names. PHYS ranks #3 (4.1% of the industry book) .
All Filings in PHYS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,919 | 22,702 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $893,158 | 25,202 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $810,442 | 24,544 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $658,304 | 22,225 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $563,403 | 22,225 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $520,297 | 21,625 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $435,527 | 21,625 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||