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Arlington Trust’s Sprott Physical Gold PHYS Stock Holding History

Arlington Trust’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 		$157K Hold
5,206
– – 0.01% 141
2026
Q1 		$185K Hold
5,206
– – 0.02% 102
2025
Q4 		$172K Hold
5,206
– – 0.02% 100
2025
Q3 		$154K Hold
5,206
– – 0.03% 210
2025
Q2 		$132K Hold
5,206
– – 0.03% 231
2025
Q1 		$125K Hold
5,206
– – 0.03% 231
2024
Q4 		$105K Hold
5,206
– – 0.02% 260
2024
Q3 		$106K Buy
+5,206
New +$100K 0.02% 251

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

Arlington Trust's PHYS Position: Q2 2026 in Review

Arlington Trust held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 5,206 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #141.

Arlington Trust first reported a position in PHYS in Q3 2024 and has held it in 8 quarters since. The position peaked at $185K in Q1 2026. 100 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Arlington Trust held 5,206 shares of Sprott Physical Gold worth $157K as of Q2 2026.
  • Arlington Trust left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #141 holding.
  • Arlington Trust first reported a position in Sprott Physical Gold in Q3 2024 and has held it in 8 quarters since.
  • Arlington Trust's Sprott Physical Gold position peaked at $185K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.