Badgley Phelps Wealth Managers’s Sprott Physical Gold PHYS Stock Holding History

Badgley Phelps Wealth Managers’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	$685K	Sell	22,702 -2,500	-10%	-$85.3K	0.01%	225
2026 Q1	$893K	Buy	25,202 +658	+3%	+$24.3K	0.02%	206
2025 Q4	$810K	Buy	24,544 +2,319	+10%	+$73.4K	0.01%	210
2025 Q3	$658K	Hold	22,225	–	–	0.01%	209
2025 Q2	$563K	Buy	22,225 +600	+3%	+$15.1K	0.01%	208
2025 Q1	$520K	Hold	21,625	–	–	0.01%	210
2024 Q4	$436K	Buy	+21,625	New	+$445K	0.01%	223

Other funds holding PHYS

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 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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Badgley Phelps Wealth Managers's PHYS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Sprott Physical Gold (PHYS) stake by 9.9% in Q2 2026, selling an estimated $85.3K and leaving 22,702 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #225.

Badgley Phelps Wealth Managers first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $893K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Badgley Phelps Wealth Managers held 22,702 shares of Sprott Physical Gold worth $685K as of Q2 2026.
Badgley Phelps Wealth Managers sold 2,500 Sprott Physical Gold shares in Q2 2026, an estimated $85.3K.
Sprott Physical Gold made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #225 holding.
Badgley Phelps Wealth Managers first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
Badgley Phelps Wealth Managers's Sprott Physical Gold position peaked at $893K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.