Investor's Fiduciary Advisor Network, LLC
Position in PHYS — Sprott Physical Gold Trust
CIK 2044901
SNOQUALMIE, WA
Position in PHYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$410,161
-$71,645 QoQ
Shares Held
13,595
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#426
of 649 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Investor's Fiduciary Advisor Network, LLC holds $2,565,953 across 7 Asset Management names. PHYS ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
8,111 | $954,421 | |
| 2 | BLK |
BlackRock, Inc.
|
494 | $475,010 | |
| 3 | PHYS |
Sprott Physical Gold Trust
This page
|
13,595 | $410,161 | |
| 4 | TROW |
Price T Rowe Group Inc
|
1,882 | $213,964 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
10,844 | $204,626 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,422 | $184,839 | |
| 7 | NCA |
Nuveen California Municipal Value Fund
|
13,176 | $122,932 |
All Filings in PHYS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,161 | 13,595 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $481,806 | 13,595 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $448,906 | 13,595 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $384,260 | 12,973 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $338,828 | 13,366 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $321,585 | 13,366 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $250,259 | 12,426 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||