Alpha Financial Partners LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 1966219
LEXINGTON, KY
Position in PHYS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$441,145
New position
Shares Held
14,622
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#419
of 649 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Alpha Financial Partners LLC holds $692,304 across 2 Asset Management names. PHYS ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
This page
|
14,622 | $441,145 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
13,310 | $251,159 |
All Filings in PHYS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,145 | 14,622 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||