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Birchbrook’s Sprott Physical Gold PHYS Stock Holding History

Birchbrook’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 		$7.6K Hold
252
– – ﹤0.01% 218
2026
Q1 		$8.93K Sell
252
-32
-11% -$1.18K ﹤0.01% 204
2025
Q4 		$9.38K Hold
284
– – ﹤0.01% 205
2025
Q3 		$8.41K Hold
284
– – ﹤0.01% 198
2025
Q2 		$7.2K Hold
284
– – ﹤0.01% 205
2025
Q1 		$6.83K Buy
+284
New +$6.3K ﹤0.01% 202

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Birchbrook's PHYS Position: Q2 2026 in Review

Birchbrook held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 252 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Birchbrook first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.38K in Q4 2025. 290 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Birchbrook held 252 shares of Sprott Physical Gold worth $7.6K as of Q2 2026.
  • Birchbrook left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #218 holding.
  • Birchbrook first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
  • Birchbrook's Sprott Physical Gold position peaked at $9.38K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.