Kavar Capital Partners Group’s Sprott Physical Gold PHYS Stock Holding History

Kavar Capital Partners 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 Q2	$893K	Sell	29,600 -8,000	-21%	-$273K	0.11%	106
2026 Q1	$1.33M	Hold	37,600	–	–	0.17%	92
2025 Q4	$1.24M	Sell	37,600 -4,800	-11%	-$152K	0.17%	90
2025 Q3	$1.26M	Sell	42,400 -5,100	-11%	-$135K	0.17%	93
2025 Q2	$1.2M	Sell	47,500 -3,900	-8%	-$98K	0.17%	96
2025 Q1	$1.24M	Buy	+51,400	New	+$1.14M	0.21%	88

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kavar Capital Partners Group's PHYS Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its Sprott Physical Gold (PHYS) stake by 21% in Q2 2026, selling an estimated $273K and leaving 29,600 shares worth $893K. The position accounts for 0.11% of the portfolio, ranked #106.

Kavar Capital Partners Group first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2026. 135 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Kavar Capital Partners Group held 29,600 shares of Sprott Physical Gold worth $893K as of Q2 2026.
Kavar Capital Partners Group sold 8,000 Sprott Physical Gold shares in Q2 2026, an estimated $273K.
Sprott Physical Gold made up 0.11% of Kavar Capital Partners Group's portfolio in Q2 2026, its #106 holding.
Kavar Capital Partners Group first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
Kavar Capital Partners Group's Sprott Physical Gold position peaked at $1.33M in Q1 2026.
135 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.