Birchbrook
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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
Q3 		$7.88K Hold
252
– – ﹤0.01% 211
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

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Birchbrook's PHYS Position: Q3 2026 in Review

Birchbrook held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 252 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Birchbrook first reported a position in PHYS in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.38K in Q4 2025. 261 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Birchbrook held 252 shares of Sprott Physical Gold worth $7.88K as of Q3 2026.
  • Birchbrook left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #211 holding.
  • Birchbrook first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 7 quarters since.
  • Birchbrook's Sprott Physical Gold position peaked at $9.38K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.