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Cedrus Wealth Group LLC’s Sprott Physical Gold PHYS Stock Holding History

Cedrus Wealth Group LLC’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 		$1.01M Buy
33,614
+7,090
+27% +$242K 0.89% 27
2026
Q1 		$940K Sell
26,524
-97,942
-79% -$3.62M 1.05% 24
2025
Q4 		$4.11M Buy
+124,466
New +$3.94M 3.79% 4

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

Cedrus Wealth Group LLC's PHYS Position: Q2 2026 in Review

Cedrus Wealth Group LLC increased its Sprott Physical Gold (PHYS) stake by 27% in Q2 2026, buying an estimated $242K and bringing the position to 33,614 shares worth $1.01M. The position accounts for 0.89% of the portfolio, ranked #27.

Cedrus Wealth Group LLC first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.11M in Q4 2025. 649 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Cedrus Wealth Group LLC held 33,614 shares of Sprott Physical Gold worth $1.01M as of Q2 2026.
  • Cedrus Wealth Group LLC bought 7,090 Sprott Physical Gold shares in Q2 2026, an estimated $242K.
  • Sprott Physical Gold made up 0.89% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #27 holding.
  • Cedrus Wealth Group LLC first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
  • Cedrus Wealth Group LLC's Sprott Physical Gold position peaked at $4.11M in Q4 2025.
  • 649 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.