Beaumont Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Beaumont Financial 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	$5.31M	Sell	175,936 -386	-0.2%	-$13.2K	0.34%	57
2026 Q1	$6.25M	Sell	176,322 -6,956	-4%	-$257K	0.43%	54
2025 Q4	$6.05M	Buy	183,278 +13,214	+8%	+$418K	0.4%	50
2025 Q3	$5.04M	Hold	170,064	–	–	0.34%	57
2025 Q2	$4.31M	Sell	170,064 -3,050	-2%	-$76.6K	0.31%	58
2025 Q1	$4.17M	Buy	173,114 +1,913	+1%	+$42.4K	0.33%	60
2024 Q4	$3.45M	Buy	171,201 +1,373	+0.8%	+$28.2K	0.26%	63
2024 Q3	$3.46M	Sell	169,828 -7,200	-4%	-$139K	0.27%	60
2024 Q2	$3.2M	Buy	177,028 +2,781	+2%	+$50.4K	0.26%	65
2024 Q1	$3.01M	Buy	174,247 +13,800	+9%	+$221K	0.25%	64
2023 Q4	$2.56M	Buy	160,447 +22,800	+17%	+$350K	0.23%	64
2023 Q3	$1.97M	Buy	137,647 +473	+0.3%	+$7.1K	0.2%	74
2023 Q2	$2.05M	Buy	137,174 +3,620	+3%	+$55.9K	0.19%	79
2023 Q1	$2.06M	Buy	133,554 +6,839	+5%	+$100K	0.21%	66
2022 Q4	$1.79M	Sell	126,715 -7,430	-6%	-$99.2K	0.18%	89
2022 Q3	$1.72M	Buy	134,145 +16,650	+14%	+$224K	0.16%	87
2022 Q2	$1.67M	Buy	117,495 +3,540	+3%	+$52.2K	0.15%	96
2022 Q1	$1.75M	Sell	113,955 -875	-0.8%	-$13K	0.13%	120
2021 Q4	$1.65M	Sell	114,830 -28,392	-20%	-$401K	0.12%	112
2021 Q3	$1.98M	Sell	143,222 -4,127	-3%	-$58.4K	0.15%	101
2021 Q2	$2.07M	Sell	147,349 -26,996	-15%	-$388K	0.16%	99
2021 Q1	$2.34M	Sell	174,345 -144,772	-45%	-$2.05M	0.2%	86
2020 Q4	$4.82M	Sell	319,117 -196,464	-38%	-$2.92M	0.43%	67
2020 Q3	$7.76M	Buy	515,581 +6,384	+1%	+$97.5K	0.74%	42
2020 Q2	$7.29M	Buy	509,197 +399,813	+366%	+$5.51M	0.76%	47
2020 Q1	$1.44M	Buy	109,384 +7,115	+7%	+$90.5K	0.18%	88
2019 Q4	$1.25M	Buy	102,269 +125	+0.1%	+$1.49K	0.12%	114
2019 Q3	$1.21M	Buy	102,144 +13,200	+15%	+$156K	0.12%	110
2019 Q2	$1.01M	Sell	88,944 -5,318	-6%	-$55.7K	0.1%	119
2019 Q1	$985K	Sell	94,262 -8,921	-9%	-$94K	0.11%	117
2018 Q4	$1.06M	Sell	103,183 -4,300	-4%	-$42.4K	0.17%	81
2018 Q3	$1.03M	Sell	107,483 -181,624	-63%	-$1.77M	0.1%	100
2018 Q2	$2.94M	Sell	289,107 -8,196	-3%	-$87K	0.31%	64
2018 Q1	$3.2M	Buy	297,303 +5,021	+2%	+$54.3K	0.36%	61
2017 Q4	$3.1M	Sell	292,282 -2,339	-0.8%	-$24.3K	0.36%	63
2017 Q3	$3.08M	Sell	294,621 -6,006	-2%	-$62.6K	0.38%	60
2017 Q2	$3.04M	Sell	300,627 -139,422	-32%	-$1.43M	0.39%	61
2017 Q1	$4.5M	Sell	440,049 -6,324	-1%	-$63.3K	0.62%	56
2016 Q4	$4.19M	Buy	446,373 +144,246	+48%	+$1.45M	0.63%	48
2016 Q3	$3.31M	Buy	302,127 +12,362	+4%	+$137K	0.52%	67
2016 Q2	$3.18M	Sell	289,765 -19,042	-6%	-$199K	0.52%	66
2016 Q1	$3.02M	Buy	308,807 +54,278	+21%	+$529K	0.49%	63
2015 Q4	$2.22M	Sell	254,529 -92,370	-27%	-$838K	0.37%	67
2015 Q3	$3.63M	Hold	346,899	–	–	0.53%	66
2015 Q2	$3.63M	Buy	346,899 +13,819	+4%	+$136K	0.53%	66
2015 Q1	$3.26M	Buy	333,080 +68,616	+26%	+$693K	0.11%	83
2014 Q4	$2.58M	Sell	264,464 -173,628	-40%	-$1.72M	0.12%	84
2014 Q3	$4.37M	Sell	438,092 -17,787	-4%	-$189K	0.29%	80
2014 Q2	$5.02M	Buy	455,879 +38,631	+9%	+$413K	0.36%	72
2014 Q1	$4.45M	Sell	417,248 -74,443	-15%	-$801K	0.37%	61
2013 Q4	$4.9M	Buy	491,691 +17,647	+4%	+$186K	0.4%	64
2013 Q3	$5.23M	Buy	474,044 +56,437	+14%	+$625K	0.46%	57
2013 Q2	$4.28M	Buy	+417,607	New	+$4.93M	0.4%	64

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

Beaumont Financial Advisors's PHYS Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Sprott Physical Gold (PHYS) stake by 0.22% in Q2 2026, selling an estimated $13.2K and leaving 175,936 shares worth $5.31M. The position accounts for 0.34% of the portfolio, ranked #57.

Beaumont Financial Advisors first reported a position in PHYS in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.76M in Q3 2020. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Beaumont Financial Advisors held 175,936 shares of Sprott Physical Gold worth $5.31M as of Q2 2026.
Beaumont Financial Advisors sold 386 Sprott Physical Gold shares in Q2 2026, an estimated $13.2K.
Sprott Physical Gold made up 0.34% of Beaumont Financial Advisors's portfolio in Q2 2026, its #57 holding.
Beaumont Financial Advisors first reported a position in Sprott Physical Gold in Q2 2013 and has held it in 53 quarters since.
Beaumont Financial Advisors's Sprott Physical Gold position peaked at $7.76M in Q3 2020.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.