Cauble & Harre Wealth Management, Inc.
Position in PHYS — Sprott Physical Gold Trust
CIK 2064807
SAINT LOUIS, MO
Position in PHYS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,517,429
-$1,505,163 QoQ
Shares Held
116,587
-17.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
8.19%
of 13F equity value
Holder Rank
#161
of 649 holders
Holding Since
Dec 2025
3 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, 2026Cauble & Harre Wealth Management, Inc. holds $4,032,169 across 2 Asset Management names. PHYS ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
This page
|
116,587 | $3,517,429 | |
| 2 | NTRS |
Northern Trust Corp
|
2,961 | $514,740 |
All Filings in PHYS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,517,429 | 116,587 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,022,592 | 141,721 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,173,342 | 156,673 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||