JP Wealth Management, Inc.
Position in PHYS — Sprott Physical Gold Trust
CIK 1967622
MT. PLEASANT, SC
Position in PHYS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,015,701
-$6,315,997 QoQ
Shares Held
298,830
-30.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
12.79%
of 13F equity value
Holder Rank
#93
of 649 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JP Wealth Management, Inc. holds $57,445,777 across 3 Asset Management names. PHYS ranks #3 (15.7% of the industry book) .
All Filings in PHYS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,015,701 | 298,830 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $15,331,698 | 432,610 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,191,005 | 429,770 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,867,458 | 333,135 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,891,409 | 192,955 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||