CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
PHYS holding history
Sprott Physical Gold Trust in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PHYS overviewAll 13F holders of PHYSFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −789,140−100.0% | Sold out | Holders |
| Q2 2022 | 789,140 | $11.2M | 1.5% | −714,388−47.5% | Reduced | Holders |
| Q1 2022 | 1,503,528 | $23.1M | 2.7% | +1,503,528 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −310,992−100.0% | Sold out | Holders |
| Q2 2021 | 310,992 | $4.36M | 0.6% | +310,992 | New | Holders |