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Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Crown Wealth Group, 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)
35,982
Value
$1.09M
% of portfolio
0.3%
Quarters held
14
Since Q1 2022
Holdings of PHYS by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,982$1.09M0.3%−804−2.2%ReducedHolders
Q1 202636,786$1.30M0.4%+775+2.2%AddedHolders
Q4 202536,011$1.19M0.3%+6,253+21.0%AddedHolders
Q3 202529,758$881.4K0.3%+3,395+12.9%AddedHolders
Q2 202526,363$668.3K0.3%+1,295+5.2%AddedHolders
Q1 202525,068$603.1K0.3%−794−3.1%ReducedHolders
Q4 202425,862$520.9K0.2%+3,791+17.2%AddedHolders
Q3 202422,071$449.8K0.2%+11,410+107.0%AddedHolders
Q2 202410,661$192.5K0.1%+10,661NewHolders
Q4 20230$00.0%−16,845−100.0%Sold outHolders
Q3 202316,845$241.2K0.2%+16,845NewHolders
Q1 20230$00.0%−13,340−100.0%Sold outHolders
Q4 202213,340$188.1K0.2%+1,041+8.5%AddedHolders
Q3 202212,299$157.0K0.2%−60,891−83.2%ReducedHolders
Q2 202273,190$1.04M0.9%+26,573+57.0%AddedHolders
Q1 202246,617$717.0K0.5%+46,617NewHolders