Cypress Wealth Services, LLC

Position in PHYS — Sprott Physical Gold Trust

CIK 1721527 PALM DESERT, CA

Position in PHYS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,355,568

-$236,786 QoQ

Shares Held

44,931

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#83

of 259 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $8,523,931 across 11 Asset Management names. PHYS ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	90,754	$1,712,527
2	MUC	Blackrock Muniholdings California Quality Fund, Inc.	124,509	$1,368,353
3	PHYS	Sprott Physical Gold Trust This page	44,931	$1,355,568
4	VCV	Invesco California Value Municipal Income Trust	71,687	$773,502
5	BLK	BlackRock, Inc.	788	$757,709
6	CEV	Eaton Vance California Municipal Income Trust	63,476	$667,767
7	ARCC	Ares Capital Corp	32,675	$605,467
8	RMI	RiverNorth Opportunistic Municipal Income Fund, Inc.	32,500	$503,425

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,355,568	44,931	0.0%	Shares	Sole	2026-07-13
2026-03-31	$1,592,354	44,931	+7.7%	Shares	Sole	2026-04-15
2025-12-31	$1,377,759	41,725	-0.3%	Shares	Sole	2026-01-14
2025-09-30	$1,239,152	41,835	0.0%	Shares	Sole	2025-10-15
2025-06-30	$1,060,517	41,835	-2.3%	Shares	Sole	2025-07-28
2025-03-31	$1,030,537	42,832	-0.2%	Shares	Sole	2025-04-10
2024-12-31	$864,046	42,902	+4.4%	Shares	Sole	2025-01-15
2024-09-30	$837,291	41,084	0.0%	Shares	Sole	2024-10-09
2024-06-30	$741,977	41,084	0.0%	Shares	Sole	2024-07-12
2024-03-31	$710,753	41,084	0.0%	Shares	Sole	2024-04-16
2023-12-31	$654,468	41,084	+0.1%	Shares	Sole	2024-01-11
2023-09-30	$587,463	41,024	+1.6%	Shares	Sole	2023-10-13
2023-06-30	$602,380	40,374	+1.9%	Shares	Sole	2023-07-21
2023-03-31	$612,587	39,624	+4.4%	Shares	Sole	2023-04-07
2022-12-31	$534,939	37,939	+0.7%	Shares	Sole	2023-01-19
2022-09-30	$482,419	37,689	+0.7%	Shares	Sole	2022-10-14
2022-06-30	$530,885	37,439	+0.4%	Shares	Sole	2022-07-27
2022-03-31	$572,886	37,273	0.0%	Shares	Sole	2022-04-22
2021-12-31	$535,240	37,273	0.0%	Shares	Sole	2022-01-19
2021-09-30	$514,367	37,273	-1.6%	Shares	Sole	2021-10-13
2021-06-30	$531,358	37,873	+49.9%	Shares	Sole	2021-07-14
2021-03-31	$338,910	25,273	+80.2%	Shares	Sole	2021-04-28
2020-12-31	$211,607	14,023	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.