Action Point Financial Planning’s Sprott Physical Gold PHYS Stock Holding History

Action Point Financial Planning’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	$108K	Buy	+3,581	New	+$122K	0.01%	579

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

Action Point Financial Planning's PHYS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 3,581 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings.

650 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Action Point Financial Planning held 3,581 shares of Sprott Physical Gold worth $108K as of Q2 2026.
Sprott Physical Gold was a new Action Point Financial Planning position in Q2 2026.
Sprott Physical Gold made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #579 holding.
650 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.