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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Cypress Wealth Services, 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 (Q2 2026)
44,931
Value
$1.36M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PHYS by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,931$1.36M0.2%00.0%UnchangedHolders
Q1 202644,931$1.59M0.2%+3,206+7.7%AddedHolders
Q4 202541,725$1.38M0.2%−110−0.3%ReducedHolders
Q3 202541,835$1.24M0.2%00.0%UnchangedHolders
Q2 202541,835$1.06M0.2%−997−2.3%ReducedHolders
Q1 202542,832$1.03M0.2%−70−0.2%ReducedHolders
Q4 202442,902$864.0K0.2%+1,818+4.4%AddedHolders
Q3 202441,084$837.3K0.2%00.0%UnchangedHolders
Q2 202441,084$742.0K0.2%00.0%UnchangedHolders
Q1 202441,084$710.8K0.2%00.0%UnchangedHolders
Q4 202341,084$654.5K0.2%+60+0.1%AddedHolders
Q3 202341,024$587.5K0.2%+650+1.6%AddedHolders
Q2 202340,374$614.1K0.2%+750+1.9%AddedHolders
Q1 202339,624$612.6K0.2%+1,685+4.4%AddedHolders
Q4 202237,939$534.9K0.2%+250+0.7%AddedHolders
Q3 202237,689$494.0K0.2%+250+0.7%AddedHolders
Q2 202237,439$531.0K0.2%+166+0.4%AddedHolders
Q1 202237,273$573.0K0.2%00.0%UnchangedHolders
Q4 202137,273$535.0K0.1%00.0%UnchangedHolders
Q3 202137,273$514.0K0.2%−600−1.6%ReducedHolders
Q2 202137,873$531.0K0.1%+12,600+49.9%AddedHolders
Q1 202125,273$339.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.