1620 Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

1620 Investment Advisors’s Portfolio PHYS Stock Details PHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.1K	Sell	2,622 -275	-9%	-$9.38K	0.05%	277
2026 Q1	$103K	Hold	2,897	–	–	0.07%	233
2025 Q4	$95.7K	Sell	2,897 -212	-7%	-$6.71K	0.06%	241
2025 Q3	$92.1K	Hold	3,109	–	–	0.06%	244
2025 Q2	$78.8K	Hold	3,109	–	–	0.06%	256
2025 Q1	$74.8K	Hold	3,109	–	–	0.06%	251
2024 Q4	$62.6K	Buy	3,109 +40	+1%	+$822	0.05%	278
2024 Q3	$62.5K	Hold	3,069	–	–	0.05%	275
2024 Q2	$55.4K	Buy	+3,069	New	+$55.7K	0.04%	281

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

1620 Investment Advisors's PHYS Position: Q2 2026 in Review

1620 Investment Advisors reduced its Sprott Physical Gold (PHYS) stake by 9.5% in Q2 2026, selling an estimated $9.38K and leaving 2,622 shares worth $79.1K. The position accounts for 0.05% of the portfolio, ranked #277.

1620 Investment Advisors first reported a position in PHYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $103K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

1620 Investment Advisors held 2,622 shares of Sprott Physical Gold worth $79.1K as of Q2 2026.
1620 Investment Advisors sold 275 Sprott Physical Gold shares in Q2 2026, an estimated $9.38K.
Sprott Physical Gold made up 0.05% of 1620 Investment Advisors's portfolio in Q2 2026, its #277 holding.
1620 Investment Advisors first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Sprott Physical Gold position peaked at $103K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.