Position in PHYS
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,341,262
-$237,523 QoQ
Shares Held
37,846
-20.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wedmont Private Capital holds $12,735,581 across 19 Asset Management names. PHYS ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,459 | $2,364,844 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,490 | $1,550,956 | |
| 3 | RJF |
Raymond James Financial Inc
|
10,354 | $1,499,155 | |
| 4 | PHYS |
Sprott Physical Gold Trust
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|
37,846 | $1,341,262 | |
| 5 | BX |
Blackstone Inc.
|
7,648 | $879,443 | |
| 6 | STT |
State Street Corp
|
6,642 | $840,611 | |
| 7 | ARCC |
Ares Capital Corp
|
37,331 | $672,704 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5,374 | $598,771 |
All Filings in PHYS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,262 | 37,846 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,578,785 | 47,813 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,771,661 | 59,813 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||