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Blueprint Financial Advisors LLC

Position in PHYS — Sprott Physical Gold Trust

CIK 2054129 GREENSBOTO, NC

Position in PHYS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,647,070
-$9,994,580 QoQ
Shares Held
54,593
-83.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#247
of 649 holders
Holding Since
Mar 2025
6 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, 2026

Blueprint Financial Advisors LLC holds $4,910,050 across 4 Asset Management names. PHYS ranks #1 (33.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
This page
54,593 $1,647,070

All Filings in PHYS

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,647,070 54,593
2026-03-31 $11,641,650 328,489
2025-12-31 $9,825,067 297,549
2025-09-30 $6,764,822 228,387
2025-06-30 $5,771,054 227,655
2025-03-31 $5,547,826 230,583