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

BCS 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
Q2 		$848K Buy
28,115
+282
+1% +$9.62K 0.15% 124
2026
Q1 		$986K Sell
27,833
-27,905
-50% -$1.03M 0.2% 99
2025
Q4 		$1.84M Buy
55,738
+27,744
+99% +$878K 0.19% 102
2025
Q3 		$829K Sell
27,994
-2,534
-8% -$67.3K 0.19% 103
2025
Q2 		$774K Sell
30,528
-2,114
-6% -$53.1K 0.17% 124
2025
Q1 		$785K Buy
32,642
+20,670
+173% +$458K 0.2% 97
2024
Q4 		$241K Hold
11,972
– – 0.06% 223
2024
Q3 		$244K Sell
11,972
-37
-0.3% -$712 0.1% 145
2024
Q2 		$217K Hold
12,009
– – 0.11% 145
2024
Q1 		$208K Buy
+12,009
New +$193K 0.07% 228
2023
Q1 		– Sell
-81,497
Closed -$1.15M – 186
2022
Q4 		$1.15M Sell
81,497
-5,492
-6% -$73.3K 0.48% 57
2022
Q3 		$1.11M Hold
86,989
– – 0.52% 54
2022
Q2 		$1.23M Hold
86,989
– – 0.55% 48
2022
Q1 		$1.34M Sell
86,989
-2
-0% -$30 0.55% 45
2021
Q4 		$1.25M Sell
86,991
-318
-0.4% -$4.49K 0.45% 51
2021
Q3 		$1.21M Sell
87,309
-558
-0.6% -$7.89K 0.51% 47
2021
Q2 		$1.23M Hold
87,867
– – 0.66% 36
2021
Q1 		$1.18M Buy
87,867
+17,706
+25% +$251K 0.56% 40
2020
Q4 		$1.06M Buy
70,161
+15,001
+27% +$223K 0.55% 41
2020
Q3 		$830K Buy
55,160
+38,484
+231% +$588K 0.47% 45
2020
Q2 		$239K Buy
+16,676
New +$230K 0.14% 107

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

BCS Wealth Management's PHYS Position: Q2 2026 in Review

BCS Wealth Management increased its Sprott Physical Gold (PHYS) stake by 1% in Q2 2026, buying an estimated $9.62K and bringing the position to 28,115 shares worth $848K. The position accounts for 0.15% of the portfolio, ranked #124.

BCS Wealth Management first reported a position in PHYS in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.84M in Q4 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • BCS Wealth Management held 28,115 shares of Sprott Physical Gold worth $848K as of Q2 2026.
  • BCS Wealth Management bought 282 Sprott Physical Gold shares in Q2 2026, an estimated $9.62K.
  • Sprott Physical Gold made up 0.15% of BCS Wealth Management's portfolio in Q2 2026, its #124 holding.
  • BCS Wealth Management first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 21 quarters since.
  • BCS Wealth Management's Sprott Physical Gold position peaked at $1.84M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.