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 Sell
11,314
-2,396
-17% -$60.2K 0.01% 736
2025
Q1 		$330K Hold
13,710
– – 0.01% 927
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

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

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 24 quarters since. The position peaked at $2.98M in Q4 2022. 653 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 24 quarters since.
  • B. Riley Wealth Advisors's Sprott Physical Gold position peaked at $2.98M in Q4 2022.
  • 653 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.