AC
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Apella Capital’s Sprott Physical Gold PHYS Stock Holding History

Apella Capital’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 		$3.09M Buy
99,674
+2,897
+3% +$98.8K 0.04% 218
2026
Q1 		$3.56M Sell
96,777
-1,907
-2% -$70.5K 0.05% 200
2025
Q4 		$3.26M Sell
98,684
-1,191
-1% -$37.7K 0.06% 166
2025
Q3 		$3.29M Buy
99,875
+7,821
+8% +$208K 0.07% 151
2025
Q2 		$2.35M Sell
92,054
-4,396
-5% -$110K 0.06% 154
2025
Q1 		$2.28M Buy
+96,450
New +$2.14M 0.08% 127

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Apella Capital's PHYS Position: Q2 2026 in Review

Apella Capital increased its Sprott Physical Gold (PHYS) stake by 3% in Q2 2026, buying an estimated $98.8K and bringing the position to 99,674 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #218.

Apella Capital first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.56M in Q1 2026. 100 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Apella Capital held 99,674 shares of Sprott Physical Gold worth $3.09M as of Q2 2026.
  • Apella Capital bought 2,897 Sprott Physical Gold shares in Q2 2026, an estimated $98.8K.
  • Sprott Physical Gold made up 0.04% of Apella Capital's portfolio in Q2 2026, its #218 holding.
  • Apella Capital first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Sprott Physical Gold position peaked at $3.56M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.