55 North Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

55 North Private Wealth’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	$370K	Sell	12,262 -961	-7%	-$32.8K	0.07%	136
2026 Q1	$469K	Hold	13,223	–	–	0.12%	85
2025 Q4	$437K	Buy	+13,223	New	+$419K	0.12%	85

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

55 North Private Wealth's PHYS Position: Q2 2026 in Review

55 North Private Wealth reduced its Sprott Physical Gold (PHYS) stake by 7.3% in Q2 2026, selling an estimated $32.8K and leaving 12,262 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #136.

55 North Private Wealth first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $469K in Q1 2026. 647 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

55 North Private Wealth held 12,262 shares of Sprott Physical Gold worth $370K as of Q2 2026.
55 North Private Wealth sold 961 Sprott Physical Gold shares in Q2 2026, an estimated $32.8K.
Sprott Physical Gold made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #136 holding.
55 North Private Wealth first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Sprott Physical Gold position peaked at $469K in Q1 2026.
647 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.