Clientfirst Wealth Management, LLC
- SEC CIK
- 0001915494
- Latest filing
- Jul 30, 2026
PHYS holding history
Sprott Physical Gold Trust in every 13F filed by Clientfirst Wealth Management, 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)
- 10,000
- Value
- $301.7K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,000 | $301.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 10,000 | $354.4K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2025 | 10,000 | $330.2K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2025 | 10,000 | $296.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 10,000 | $253.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2025 | 10,000 | $240.6K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 10,000 | $201.4K | 0.2% | – | No prior filing | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −12,500−100.0% | Sold out | Holders |
| Q2 2023 | 12,500 | $190.1K | 0.2% | +12,500 | New | Holders |