Back to PHYS
FULCRUM WEALTH ADVISORS, LLC → PHYS
FULCRUM WEALTH ADVISORS, LLC PHYS Position History
Sprott Physical Gold Trust
Quarters held
4
Latest value
$7.8M
Q3 2026
Peak value
$12.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.4M |
| Q1 2026 | $12.1M |
| Q2 2026 | $7.5M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 248.9K | — | — |
| Q2 2026 | $7.5M | 250.0K | — | — |
| Q1 2026 | $12.1M | 341.2K | — | — |
| Q4 2025 | $11.4M | 344.7K | — | — |
Other funds holding PHYS
$191.3M
$177M
$177M
$168.8M
$168.8M
$157.9M
$139.5M
$137.6M