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Cauble & Harre Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Cauble & Harre Wealth Management’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Sell
116,587
-25,134
-18% -$858K 2.82% 13
2026
Q1 		$5.06M Sell
141,721
-14,952
-10% -$553K 4.03% 7
2025
Q4 		$5.17M Buy
+156,673
New +$4.96M 4.34% 7

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cauble & Harre Wealth Management's PHYS Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Sprott Physical Gold (PHYS) stake by 18% in Q2 2026, selling an estimated $858K and leaving 116,587 shares worth $3.52M. The position accounts for 2.82% of the portfolio, ranked #13.

Cauble & Harre Wealth Management first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.17M in Q4 2025. 650 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Cauble & Harre Wealth Management held 116,587 shares of Sprott Physical Gold worth $3.52M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 25,134 Sprott Physical Gold shares in Q2 2026, an estimated $858K.
  • Sprott Physical Gold made up 2.82% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Cauble & Harre Wealth Management first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Sprott Physical Gold position peaked at $5.17M in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.