Crown Wealth Group
PHYS icon

Crown Wealth Group’s Sprott Physical Gold PHYS Stock Holding History

Crown Wealth Group’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
Q3 		$1.07M Sell
34,276
-1,706
-5% -$55K 0.27% 52
2026
Q2 		$1.09M Sell
35,982
-804
-2% -$27.4K 0.28% 52
2026
Q1 		$1.3M Buy
36,786
+775
+2% +$28.7K 0.38% 40
2025
Q4 		$1.19M Buy
36,011
+6,253
+21% +$198K 0.33% 49
2025
Q3 		$881K Buy
29,758
+3,395
+13% +$90.1K 0.26% 49
2025
Q2 		$668K Buy
26,363
+1,295
+5% +$32.5K 0.25% 48
2025
Q1 		$603K Sell
25,068
-794
-3% -$17.6K 0.31% 44
2024
Q4 		$521K Buy
25,862
+3,791
+17% +$77.9K 0.21% 58
2024
Q3 		$450K Buy
22,071
+11,410
+107% +$219K 0.2% 61
2024
Q2 		$193K Buy
+10,661
New +$193K 0.1% 104
2023
Q4 		– Sell
-16,845
Closed -$241K – 104
2023
Q3 		$241K Buy
+16,845
New +$253K 0.18% 60
2023
Q1 		– Sell
-13,340
Closed -$188K – 78
2022
Q4 		$188K Buy
13,340
+1,041
+8% +$13.9K 0.18% 66
2022
Q3 		$157K Sell
12,299
-60,891
-83% -$819K 0.16% 55
2022
Q2 		$1.04M Buy
73,190
+26,573
+57% +$392K 0.94% 21
2022
Q1 		$717K Buy
+46,617
New +$691K 0.5% 39

Other funds holding PHYS

Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crown Wealth Group's PHYS Position: Q3 2026 in Review

Crown Wealth Group reduced its Sprott Physical Gold (PHYS) stake by 4.7% in Q3 2026, selling an estimated $55K and leaving 34,276 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #52.

Crown Wealth Group first reported a position in PHYS in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q1 2026. 278 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Crown Wealth Group held 34,276 shares of Sprott Physical Gold worth $1.07M as of Q3 2026.
  • Crown Wealth Group sold 1,706 Sprott Physical Gold shares in Q3 2026, an estimated $55K.
  • Sprott Physical Gold made up 0.27% of Crown Wealth Group's portfolio in Q3 2026, its #52 holding.
  • Crown Wealth Group first reported a position in Sprott Physical Gold in Q1 2022 and has held it in 15 quarters since.
  • Crown Wealth Group's Sprott Physical Gold position peaked at $1.3M in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.