Camelot Technology Advisors’s Sprott Physical Gold PHYS Stock Holding History

Camelot Technology Advisors’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	$7.05M	Buy	233,645 +42	+0%	+$1.43K	4.74%	4
2026 Q1	$8.28M	Buy	233,603 +3,718	+2%	+$138K	6%	3
2025 Q4	$7.59M	Buy	229,885 +7,504	+3%	+$238K	5.63%	3
2025 Q3	$6.59M	Buy	222,381 +8,459	+4%	+$225K	5.23%	3
2025 Q2	$5.42M	Buy	213,922 +10,671	+5%	+$268K	4.62%	4
2025 Q1	$4.89M	Buy	203,251 +5,102	+3%	+$113K	4.42%	4
2024 Q4	$3.99M	Buy	198,149 +10,449	+6%	+$215K	3.61%	6
2024 Q3	$3.83M	Buy	187,700 +27,095	+17%	+$521K	3.37%	6
2024 Q2	$2.9M	Buy	160,605 +10,961	+7%	+$199K	2.69%	10
2024 Q1	$2.59M	Buy	149,644 +631	+0.4%	+$10.1K	2.39%	11
2023 Q4	$2.37M	Buy	+149,013	New	+$2.29M	2.42%	10

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Camelot Technology Advisors's PHYS Position: Q2 2026 in Review

Camelot Technology Advisors increased its Sprott Physical Gold (PHYS) stake by 0.02% in Q2 2026, buying an estimated $1.43K and bringing the position to 233,645 shares worth $7.05M. The position accounts for 4.74% of the portfolio, ranked #4.

Camelot Technology Advisors first reported a position in PHYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.28M in Q1 2026. 100 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Camelot Technology Advisors held 233,645 shares of Sprott Physical Gold worth $7.05M as of Q2 2026.
Camelot Technology Advisors bought 42 Sprott Physical Gold shares in Q2 2026, an estimated $1.43K.
Sprott Physical Gold made up 4.74% of Camelot Technology Advisors's portfolio in Q2 2026, its #4 holding.
Camelot Technology Advisors first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 11 quarters since.
Camelot Technology Advisors's Sprott Physical Gold position peaked at $8.28M in Q1 2026.
100 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.