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Almanack Investment Partners’s Sprott Physical Gold PHYS Stock Holding History

Almanack Investment Partners’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 		$320K Hold
10,594
– – 0.04% 220
2026
Q1 		$375K Sell
10,594
-142
-1% -$5.25K 0.06% 115
2025
Q4 		$355K Sell
10,736
-6,531
-38% -$207K 0.06% 119
2025
Q3 		$511K Buy
17,267
+142
+0.8% +$3.77K 0.08% 107
2025
Q2 		$434K Buy
17,125
+8,125
+90% +$204K 0.07% 131
2025
Q1 		$217K Buy
+9,000
New +$200K 0.04% 146
2022
Q3 		– Sell
-21,329
Closed -$302K – 874
2022
Q2 		$302K Sell
21,329
-4,050
-16% -$59.7K 0.03% 316
2022
Q1 		$390K Hold
25,379
– – 0.03% 302
2021
Q4 		$364K Hold
25,379
– – 0.03% 329
2021
Q3 		$350K Sell
25,379
-200
-0.8% -$2.83K 0.03% 337
2021
Q2 		$359K Hold
25,579
– – 0.03% 284
2021
Q1 		$343K Sell
25,579
-123
-0.5% -$1.74K 0.03% 297
2020
Q4 		$388K Hold
25,702
– – 0.04% 253
2020
Q3 		$383K Buy
25,702
+95
+0.4% +$1.45K 0.05% 262
2020
Q2 		$366K Hold
25,607
– – 0.07% 156
2020
Q1 		$336K Buy
25,607
+84
+0.3% +$1.07K 0.07% 166
2019
Q4 		$311K Buy
25,523
+2,500
+11% +$29.8K 0.06% 141
2019
Q3 		$272K Buy
23,023
+14,023
+156% +$166K 0.05% 172
2019
Q2 		$102K Buy
+9,000
New +$94.3K 0.02% 274
2018
Q1 		– Sell
-10,080
Closed -$107K – 196
2017
Q4 		$107K Hold
10,080
– – 0.04% 177
2017
Q3 		$105K Hold
10,080
– – 0.05% 147
2017
Q2 		$102K Sell
10,080
-882
-8% -$9.07K 0.06% 178
2017
Q1 		$112K Buy
+10,962
New +$110K 0.08% 151

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Almanack Investment Partners's PHYS Position: Q2 2026 in Review

Almanack Investment Partners held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 10,594 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #220.

Almanack Investment Partners first reported a position in PHYS in Q1 2017 and has held it in 23 quarters since. The position peaked at $511K in Q3 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Almanack Investment Partners held 10,594 shares of Sprott Physical Gold worth $320K as of Q2 2026.
  • Almanack Investment Partners left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #220 holding.
  • Almanack Investment Partners first reported a position in Sprott Physical Gold in Q1 2017 and has held it in 23 quarters since.
  • Almanack Investment Partners's Sprott Physical Gold position peaked at $511K in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.