Coppell Advisory Solutions’s Sprott Physical Gold PHYS Stock Holding History

Coppell Advisory Solutions’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	$412K	Buy	+220	New	+$7.51K	0.03%	330
2025 Q1	–	Sell	-110	Closed	-$2.2K	–	1443
2024 Q4	$2.2K	Sell	110 -59	-35%	-$1.21K	﹤0.01%	1517
2024 Q3	$3.48K	Sell	169 -44	-21%	-$846	﹤0.01%	1336
2024 Q2	$3.85K	Buy	+213	New	+$3.86K	﹤0.01%	1258
2023 Q4	$3.39K	Buy	+213	New	+$3.27K	﹤0.01%	1191
2023 Q3	–	Sell	-213	Closed	-$3.16K	–	1458
2023 Q2	$3.16K	Buy	+213	New	+$3.29K	﹤0.01%	944

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

Coppell Advisory Solutions's PHYS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 220 shares worth $412K. The stake represents 0.03% of the portfolio and ranks #330 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PHYS as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in PHYS in Q2 2023 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Coppell Advisory Solutions held 220 shares of Sprott Physical Gold worth $412K as of Q2 2026.
Sprott Physical Gold was a new Coppell Advisory Solutions position in Q2 2026.
Sprott Physical Gold made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #330 holding.
Coppell Advisory Solutions first reported a position in Sprott Physical Gold in Q2 2023 and has held it in 6 quarters since.
653 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.