BRWA
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B. Riley Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

B. Riley Wealth Advisors’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 		$317K Sell
10,458
-500
-5% -$17.1K 0.02% 610
2026
Q1 		$374K Buy
10,958
+792
+8% +$29.3K 0.02% 519
2025
Q4 		$336K Sell
10,166
-120
-1% -$3.8K 0.02% 674
2025
Q3 		$305K Sell
10,286
-1,028
-9% -$27.3K 0.01% 723
2025
Q2 		$287K Buy
+11,314
New +$284K 0.01% 736
2024
Q4 		$276K Hold
13,710
– – 0.01% 902
2024
Q3 		$282K Sell
13,710
-1,500
-10% -$28.9K 0.01% 983
2024
Q2 		$275K Sell
15,210
-151,578
-91% -$2.75M 0.01% 1073
2024
Q1 		$2.39M Sell
166,788
-2,874
-2% -$46.1K 0.06% 297
2023
Q4 		$2.7M Buy
169,662
+2,874
+2% +$44.2K 0.07% 277
2023
Q3 		$2.39M Sell
166,788
-17,247
-9% -$259K 0.06% 297
2023
Q2 		$2.75M Sell
184,035
-1,383
-0.7% -$21.4K 0.06% 291
2023
Q1 		$2.87M Sell
185,418
-26,053
-12% -$382K 0.08% 260
2022
Q4 		$2.98M Buy
211,471
+6,600
+3% +$88.1K 0.08% 246
2022
Q3 		$2.62M Buy
204,871
+163,565
+396% +$2.2M 0.08% 250
2022
Q2 		$586K Hold
41,306
– – 0.02% 592
2022
Q1 		$636K Hold
41,306
– – 0.02% 630
2021
Q4 		$594K Buy
41,306
+174
+0.4% +$2.46K 0.02% 725
2021
Q3 		$572K Hold
41,132
– – 0.02% 717
2021
Q2 		$567K Buy
41,132
+3,297
+9% +$47.4K 0.02% 707
2021
Q1 		$531K Buy
37,835
+3,827
+11% +$54.2K 0.02% 706
2020
Q4 		$514K Buy
34,008
+9,850
+41% +$146K 0.03% 535
2020
Q3 		$364K Buy
+24,158
New +$369K 0.02% 651

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
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

B. Riley Wealth Advisors's PHYS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Sprott Physical Gold (PHYS) stake by 4.6% in Q2 2026, selling an estimated $17.1K and leaving 10,458 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #610.

B. Riley Wealth Advisors first reported a position in PHYS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.98M in Q4 2022. 117 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • B. Riley Wealth Advisors held 10,458 shares of Sprott Physical Gold worth $317K as of Q2 2026.
  • B. Riley Wealth Advisors sold 500 Sprott Physical Gold shares in Q2 2026, an estimated $17.1K.
  • Sprott Physical Gold made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #610 holding.
  • B. Riley Wealth Advisors first reported a position in Sprott Physical Gold in Q3 2020 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Sprott Physical Gold position peaked at $2.98M in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.