Connective Portfolio Management’s Sprott Physical Gold PHYS Stock Holding History

Connective Portfolio Management’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	$2.57M	Hold	85,000	–	–	4.27%	6
2026 Q1	$3.29M	Hold	85,000	–	–	8.9%	2
2025 Q4	$2.81M	Buy	85,000 +20,000	+31%	+$633K	5.06%	5
2025 Q3	$1.91M	Hold	65,000	–	–	3.37%	11
2025 Q2	$1.65M	Buy	+65,000	New	+$1.63M	3.53%	13

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

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Connective Portfolio Management's PHYS Position: Q2 2026 in Review

Connective Portfolio Management held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 85,000 shares worth $2.57M. The position accounts for 4.27% of the portfolio, ranked #6.

Connective Portfolio Management first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q1 2026. 117 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Connective Portfolio Management held 85,000 shares of Sprott Physical Gold worth $2.57M as of Q2 2026.
Connective Portfolio Management left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 4.27% of Connective Portfolio Management's portfolio in Q2 2026, its #6 holding.
Connective Portfolio Management first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
Connective Portfolio Management's Sprott Physical Gold position peaked at $3.29M in Q1 2026.
117 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.