Creative Financial Designs’s Sprott Physical Gold PHYS Stock Holding History

Creative Financial Designs’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	$37K	Sell	1,225 -48	-4%	-$1.64K	﹤0.01%	1108
2026 Q1	$45.1K	Hold	1,273	–	–	﹤0.01%	933
2025 Q4	$42K	Sell	1,273 -227	-15%	-$7.18K	﹤0.01%	923
2025 Q3	$44.4K	Hold	1,500	–	–	﹤0.01%	889
2025 Q2	$38K	Hold	1,500	–	–	﹤0.01%	953
2025 Q1	$36.1K	Sell	1,500 -1,000	-40%	-$22.2K	﹤0.01%	936
2024 Q4	$50.4K	Buy	+2,500	New	+$51.4K	﹤0.01%	787
2024 Q3	–	Sell	-200	Closed	-$3.61K	–	1719
2024 Q2	$3.61K	Buy	+200	New	+$3.63K	﹤0.01%	1387
2022 Q2	–	Sell	-250	Closed	-$4K	–	1309
2022 Q1	$4K	Sell	250 -500	-67%	-$7.42K	﹤0.01%	1082
2021 Q4	$11K	Buy	750 +250	+50%	+$3.53K	﹤0.01%	888
2021 Q3	$7K	Buy	+500	New	+$7.07K	﹤0.01%	1093

Other funds holding PHYS

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 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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Financial Designs's PHYS Position: Q2 2026 in Review

Creative Financial Designs reduced its Sprott Physical Gold (PHYS) stake by 3.8% in Q2 2026, selling an estimated $1.64K and leaving 1,225 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Creative Financial Designs first reported a position in PHYS in Q3 2021 and has held it in 11 quarters since. The position peaked at $50.4K in Q4 2024. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Creative Financial Designs held 1,225 shares of Sprott Physical Gold worth $37K as of Q2 2026.
Creative Financial Designs sold 48 Sprott Physical Gold shares in Q2 2026, an estimated $1.64K.
Sprott Physical Gold made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1108 holding.
Creative Financial Designs first reported a position in Sprott Physical Gold in Q3 2021 and has held it in 11 quarters since.
Creative Financial Designs's Sprott Physical Gold position peaked at $50.4K in Q4 2024.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.