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Box Hill Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

Box Hill Private Wealth’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 		$242K Hold
7,750
– – 0.18% 66
2026
Q2 		$234K Hold
7,750
– – 0.19% 64
2026
Q1 		$275K Buy
+7,750
New +$287K 0.27% 51

Other funds holding PHYS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Box Hill Private Wealth's PHYS Position: Q3 2026 in Review

Box Hill Private Wealth held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 7,750 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #66.

Box Hill Private Wealth first reported a position in PHYS in Q1 2026 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 27 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Box Hill Private Wealth held 7,750 shares of Sprott Physical Gold worth $242K as of Q3 2026.
  • Box Hill Private Wealth left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.18% of Box Hill Private Wealth's portfolio in Q3 2026, its #66 holding.
  • Box Hill Private Wealth first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 3 quarters since.
  • Box Hill Private Wealth's Sprott Physical Gold position peaked at $275K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.