Position in PHYS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,088,865
-$188,569 QoQ
Shares Held
36,091
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#300
of 649 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HOWE & RUSLING INC holds $1,088,865 across 1 Asset Management name. PHYS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
This page
|
36,091 | $1,088,865 |
All Filings in PHYS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,865 | 36,091 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,277,434 | 36,045 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $865,817 | 26,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $696,455 | 23,513 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $575,622 | 22,707 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $462,697 | 19,231 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $322,058 | 15,991 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $283,037 | 13,888 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $193,296 | 10,703 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||