Back to PHYS
JP Wealth Management, Inc. → PHYS
JP Wealth Management, Inc. PHYS Position History
Sprott Physical Gold Trust • Basic Materials
Quarters held
5
Latest value
$9.4M
Q3 2026
Peak value
$15.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.9M |
| Q4 2025 | $14.2M |
| Q1 2026 | $15.3M |
| Q2 2026 | $9M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 300.2K | — | — |
| Q2 2026 | $9M | 298.8K | — | — |
| Q1 2026 | $15.3M | 432.6K | — | — |
| Q4 2025 | $14.2M | 429.8K | — | — |
| Q3 2025 | $9.9M | 333.1K | — | — |
Other funds holding PHYS
$191.3M
$177M
$177M
$168.8M
$168.8M
$157.9M
$139.5M
$137.6M