AWM
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Accurate Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Accurate Wealth Management’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 		$266K Hold
8,595
– – 0.03% 488
2026
Q1 		$310K Sell
8,595
-50
-0.6% -$1.85K 0.04% 417
2025
Q4 		$297K Sell
8,645
-320
-4% -$10.1K 0.04% 411
2025
Q3 		$284K Buy
+8,965
New +$238K 0.04% 405
2023
Q1 		– Sell
-216
Closed -$3.15K – 1087
2022
Q4 		$3.15K Buy
+216
New +$2.88K ﹤0.01% 1105

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Accurate Wealth Management's PHYS Position: Q2 2026 in Review

Accurate Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 8,595 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #488.

Accurate Wealth Management first reported a position in PHYS in Q4 2022 and has held it in 5 quarters since. The position peaked at $310K in Q1 2026. 275 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Accurate Wealth Management held 8,595 shares of Sprott Physical Gold worth $266K as of Q2 2026.
  • Accurate Wealth Management left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Accurate Wealth Management first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 5 quarters since.
  • Accurate Wealth Management's Sprott Physical Gold position peaked at $310K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.