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Salomon & Ludwin’s Sprott Physical Gold PHYS Stock Holding History

Salomon & Ludwin’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 		$92.8K Hold
3,059
– – 0.01% 301
2026
Q1 		$108K Sell
3,059
-191
-6% -$7.07K 0.01% 235
2025
Q4 		$110K Hold
3,250
– – 0.01% 223
2025
Q3 		$97K Hold
3,250
– – 0.01% 228
2025
Q2 		$83.5K Hold
3,250
– – 0.01% 204
2025
Q1 		$78.2K Hold
3,250
– – 0.01% 197
2024
Q4 		$65.5K Buy
+3,250
New +$66.8K 0.01% 221

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

Salomon & Ludwin's PHYS Position: Q2 2026 in Review

Salomon & Ludwin held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 3,059 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #301.

Salomon & Ludwin first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q4 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Salomon & Ludwin held 3,059 shares of Sprott Physical Gold worth $92.8K as of Q2 2026.
  • Salomon & Ludwin left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #301 holding.
  • Salomon & Ludwin first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
  • Salomon & Ludwin's Sprott Physical Gold position peaked at $110K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.