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Bulwark Capital’s Sprott Physical Gold PHYS Stock Holding History

Bulwark Capital’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 		$150K Hold
4,782
– – 0.08% 63
2026
Q2 		$144K Buy
4,782
+3,339
+231% +$114K 0.08% 59
2026
Q1 		$51.1K Buy
+1,443
New +$53.4K 0.03% 72

Other funds holding PHYS

Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Brandywine Financial Group
Brandywine Financial Group Thompsons Station, Tennessee $118M AUM 18.44% 1-Year Est. Return

Bulwark Capital's PHYS Position: Q3 2026 in Review

Bulwark Capital held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 4,782 shares worth $150K. The position accounts for 0.08% of the portfolio, ranked #63.

Bulwark Capital first reported a position in PHYS in Q1 2026 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Bulwark Capital held 4,782 shares of Sprott Physical Gold worth $150K as of Q3 2026.
  • Bulwark Capital left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.08% of Bulwark Capital's portfolio in Q3 2026, its #63 holding.
  • Bulwark Capital first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.