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Cyndeo Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

Cyndeo Wealth Partners’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 		$17.6M Buy
583,054
+19,956
+4% +$681K 0.83% 26
2026
Q1 		$20M Sell
563,098
-133,333
-19% -$4.93M 1.05% 21
2025
Q4 		$23M Buy
696,431
+28,702
+4% +$908K 1.24% 14
2025
Q3 		$19.8M Sell
667,729
-4,610
-0.7% -$122K 1.1% 16
2025
Q2 		$17M Buy
672,339
+6,909
+1% +$174K 1.01% 22
2025
Q1 		$16M Sell
665,430
-1,543
-0.2% -$34.2K 1.05% 21
2024
Q4 		$13.4M Buy
666,973
+11,513
+2% +$237K 0.91% 25
2024
Q3 		$13.4M Buy
655,460
+2,857
+0.4% +$55K 0.93% 25
2024
Q2 		$11.8M Buy
652,603
+38,288
+6% +$694K 0.92% 24
2024
Q1 		$10.6M Buy
614,315
+227
+0% +$3.64K 0.88% 25
2023
Q4 		$9.78M Buy
614,088
+4,961
+0.8% +$76.2K 0.91% 22
2023
Q3 		$8.72M Buy
609,127
+13,362
+2% +$201K 0.91% 26
2023
Q2 		$8.89M Buy
595,765
+10,826
+2% +$167K 0.93% 21
2023
Q1 		$9.04M Buy
584,939
+102,214
+21% +$1.5M 0.97% 20
2022
Q4 		$6.81M Buy
+482,725
New +$6.44M 0.8% 31

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

Cyndeo Wealth Partners's PHYS Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Sprott Physical Gold (PHYS) stake by 3.5% in Q2 2026, buying an estimated $681K and bringing the position to 583,054 shares worth $17.6M. The position accounts for 0.83% of the portfolio, ranked #26.

Cyndeo Wealth Partners first reported a position in PHYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $23M in Q4 2025. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Cyndeo Wealth Partners held 583,054 shares of Sprott Physical Gold worth $17.6M as of Q2 2026.
  • Cyndeo Wealth Partners bought 19,956 Sprott Physical Gold shares in Q2 2026, an estimated $681K.
  • Sprott Physical Gold made up 0.83% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Cyndeo Wealth Partners first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Sprott Physical Gold position peaked at $23M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.