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Apollon Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Apollon 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
Q1 		$2.48M Buy
69,853
+2,197
+3% +$81.3K 0.04% 347
2025
Q4 		$2.23M Buy
67,656
+621
+0.9% +$19.7K 0.04% 353
2025
Q3 		$1.99M Buy
67,035
+5,197
+8% +$138K 0.04% 382
2025
Q2 		$1.57M Buy
61,838
+21,390
+53% +$537K 0.03% 421
2025
Q1 		$973K Buy
40,448
+15,780
+64% +$350K 0.02% 516
2024
Q4 		$497K Buy
24,668
+3,443
+16% +$70.8K 0.01% 758
2024
Q3 		$433K Sell
21,225
-5,390
-20% -$104K 0.01% 777
2024
Q2 		$481K Buy
26,615
+1,194
+5% +$21.7K 0.01% 694
2024
Q1 		$440K Buy
25,421
+2,190
+9% +$35.1K 0.01% 740
2023
Q4 		$370K Buy
23,231
+372
+2% +$5.72K 0.01% 767
2023
Q3 		$327K Sell
22,859
-612
-3% -$9.19K 0.02% 675
2023
Q2 		$350K Buy
+23,471
New +$363K 0.02% 701

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Apollon Wealth Management's PHYS Position: Q1 2026 in Review

Apollon Wealth Management increased its Sprott Physical Gold (PHYS) stake by 3.2% in Q1 2026, buying an estimated $81.3K and bringing the position to 69,853 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #347.

Apollon Wealth Management first reported a position in PHYS in Q2 2023 and has held it in 12 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Apollon Wealth Management held 69,853 shares of Sprott Physical Gold worth $2.48M as of Q1 2026.
  • Apollon Wealth Management bought 2,197 Sprott Physical Gold shares in Q1 2026, an estimated $81.3K.
  • Sprott Physical Gold made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #347 holding.
  • Apollon Wealth Management first reported a position in Sprott Physical Gold in Q2 2023 and has held it in 12 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.