Beam Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Beam 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	$1.15M	Sell	38,158 -114	-0.3%	-$3.89K	0.25%	69
2026 Q1	$1.36M	Buy	38,272 +750	+2%	+$27.7K	0.34%	61
2025 Q4	$1.24M	Buy	37,522 +2,624	+8%	+$83.1K	0.34%	60
2025 Q3	$1.03M	Buy	34,898 +5,545	+19%	+$147K	0.28%	72
2025 Q2	$744K	Buy	29,353 +7,190	+32%	+$181K	0.22%	81
2025 Q1	$533K	Buy	22,163 +1,135	+5%	+$25.2K	0.18%	89
2024 Q4	$424K	Buy	21,028 +1,582	+8%	+$32.5K	0.13%	93
2024 Q3	$396K	Buy	+19,446	New	+$374K	0.12%	96

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

Beam Wealth Advisors's PHYS Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Sprott Physical Gold (PHYS) stake by 0.3% in Q2 2026, selling an estimated $3.89K and leaving 38,158 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #69.

Beam Wealth Advisors first reported a position in PHYS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Beam Wealth Advisors held 38,158 shares of Sprott Physical Gold worth $1.15M as of Q2 2026.
Beam Wealth Advisors sold 114 Sprott Physical Gold shares in Q2 2026, an estimated $3.89K.
Sprott Physical Gold made up 0.25% of Beam Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Beam Wealth Advisors first reported a position in Sprott Physical Gold in Q3 2024 and has held it in 8 quarters since.
Beam Wealth Advisors's Sprott Physical Gold position peaked at $1.36M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.