Burton Enright Welch’s Sprott Physical Gold PHYS Stock Holding History

Burton Enright Welch’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	$425K	Hold	14,071	–	–	0.05%	104
2026 Q1	$499K	Hold	14,071	–	–	0.07%	91
2025 Q4	$465K	Hold	14,071	–	–	0.07%	92
2025 Q3	$417K	Hold	14,071	–	–	0.06%	96
2025 Q2	$357K	Hold	14,071	–	–	0.06%	90
2025 Q1	$339K	Hold	14,071	–	–	0.07%	79
2024 Q4	$283K	Hold	14,071	–	–	0.06%	84
2024 Q3	$287K	Hold	14,071	–	–	0.06%	79
2024 Q2	$254K	Hold	14,071	–	–	0.06%	85
2024 Q1	$243K	Buy	+14,071	New	+$226K	0.06%	77

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

Burton Enright Welch's PHYS Position: Q2 2026 in Review

Burton Enright Welch held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 14,071 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #104.

Burton Enright Welch first reported a position in PHYS in Q1 2024 and has held it in 10 quarters since. The position peaked at $499K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Burton Enright Welch held 14,071 shares of Sprott Physical Gold worth $425K as of Q2 2026.
Burton Enright Welch left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #104 holding.
Burton Enright Welch first reported a position in Sprott Physical Gold in Q1 2024 and has held it in 10 quarters since.
Burton Enright Welch's Sprott Physical Gold position peaked at $499K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.