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Lifetime Wealth Management P.C. → PHYS
Lifetime Wealth Management P.C. PHYS Position History
Sprott Physical Gold Trust • Basic Materials
Quarters held
4
Latest value
$5.4M
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.4M |
| Q1 2026 | $7M |
| Q2 2026 | $5.7M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 172.5K | — | — |
| Q2 2026 | $5.7M | 189.9K | — | — |
| Q1 2026 | $7M | 196.7K | — | — |
| Q4 2025 | $6.4M | 195.0K | — | — |
Other funds holding PHYS
$191.3M
$177M
$177M
$168.8M
$168.8M
$157.9M
$142.6M
$139.5M