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Cypress Wealth Services’s Sprott Physical Gold PHYS Stock Holding History

Cypress Wealth Services’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 		$1.36M Hold
44,931
– – 0.17% 102
2026
Q1 		$1.59M Buy
44,931
+3,206
+8% +$119K 0.22% 89
2025
Q4 		$1.38M Sell
41,725
-110
-0.3% -$3.48K 0.19% 91
2025
Q3 		$1.24M Hold
41,835
– – 0.2% 87
2025
Q2 		$1.06M Sell
41,835
-997
-2% -$25.1K 0.19% 92
2025
Q1 		$1.03M Sell
42,832
-70
-0.2% -$1.55K 0.21% 86
2024
Q4 		$864K Buy
42,902
+1,818
+4% +$37.4K 0.17% 92
2024
Q3 		$837K Hold
41,084
– – 0.17% 98
2024
Q2 		$742K Hold
41,084
– – 0.17% 101
2024
Q1 		$711K Hold
41,084
– – 0.17% 106
2023
Q4 		$654K Buy
41,084
+60
+0.1% +$922 0.16% 107
2023
Q3 		$587K Buy
41,024
+650
+2% +$9.76K 0.16% 116
2023
Q2 		$614K Buy
40,374
+750
+2% +$11.6K 0.16% 108
2023
Q1 		$613K Buy
39,624
+1,685
+4% +$24.7K 0.18% 98
2022
Q4 		$535K Buy
37,939
+250
+0.7% +$3.34K 0.17% 110
2022
Q3 		$494K Buy
37,689
+250
+0.7% +$3.36K 0.17% 115
2022
Q2 		$531K Buy
37,439
+166
+0.4% +$2.45K 0.17% 108
2022
Q1 		$573K Hold
37,273
– – 0.16% 107
2021
Q4 		$535K Hold
37,273
– – 0.15% 107
2021
Q3 		$514K Sell
37,273
-600
-2% -$8.49K 0.15% 105
2021
Q2 		$531K Buy
37,873
+12,600
+50% +$181K 0.15% 120
2021
Q1 		$339K Buy
25,273
+11,250
+80% +$159K 0.07% 204
2020
Q4 		$212K Buy
+14,023
New +$208K 0.05% 265

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

Cypress Wealth Services's PHYS Position: Q2 2026 in Review

Cypress Wealth Services held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 44,931 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #102.

Cypress Wealth Services first reported a position in PHYS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Cypress Wealth Services held 44,931 shares of Sprott Physical Gold worth $1.36M as of Q2 2026.
  • Cypress Wealth Services left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.17% of Cypress Wealth Services's portfolio in Q2 2026, its #102 holding.
  • Cypress Wealth Services first reported a position in Sprott Physical Gold in Q4 2020 and has held it in 23 quarters since.
  • Cypress Wealth Services's Sprott Physical Gold position peaked at $1.59M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.