Darwin Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Darwin Wealth 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 Q1	$544K	Buy	15,359 +524	+4%	+$19.4K	0.17%	89
2025 Q4	$490K	Hold	14,835	–	–	0.15%	97
2025 Q3	$439K	Sell	14,835 -4,448	-23%	-$118K	0.14%	100
2025 Q2	$489K	Buy	19,283 +11,316	+142%	+$284K	0.17%	90
2025 Q1	$160K	Hold	7,967	–	–	0.05%	144
2024 Q4	$160K	Sell	7,967 -8,971	-53%	-$184K	0.05%	144
2024 Q3	$345K	Buy	+16,938	New	+$326K	0.09%	111
2023 Q4	–	Sell	-124,903	Closed	-$1.79M	–	150
2023 Q3	$1.79M	Buy	124,903 +1,713	+1%	+$25.7K	0.48%	61
2023 Q2	$1.85M	Buy	+123,190	New	+$1.9M	0.48%	59
2022 Q4	–	Sell	-22,639	Closed	-$289K	–	171
2022 Q3	$289K	Sell	22,639 -1,811	-7%	-$24.4K	0.07%	128
2022 Q2	$337K	Sell	24,450 -62,660	-72%	-$923K	0.07%	130
2022 Q1	$1.34M	Sell	87,110 -400	-0.5%	-$5.93K	0.22%	79
2021 Q4	$1.27M	Buy	+87,510	New	+$1.24M	0.2%	82
2021 Q1	–	Sell	-57,131	Closed	-$862K	–	178
2020 Q4	$862K	Buy	+57,131	New	+$849K	0.16%	87
2020 Q2	–	Sell	-508	Closed	-$6K	–	590
2020 Q1	$6K	Buy	+508	New	+$6.46K	﹤0.01%	575

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Darwin Wealth Management's PHYS Position: Q1 2026 in Review

Darwin Wealth Management increased its Sprott Physical Gold (PHYS) stake by 3.5% in Q1 2026, buying an estimated $19.4K and bringing the position to 15,359 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #89.

Darwin Wealth Management first reported a position in PHYS in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.85M in Q2 2023. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Darwin Wealth Management held 15,359 shares of Sprott Physical Gold worth $544K as of Q1 2026.
Darwin Wealth Management bought 524 Sprott Physical Gold shares in Q1 2026, an estimated $19.4K.
Sprott Physical Gold made up 0.17% of Darwin Wealth Management's portfolio in Q1 2026, its #89 holding.
Darwin Wealth Management first reported a position in Sprott Physical Gold in Q1 2020 and has held it in 15 quarters since.
Darwin Wealth Management's Sprott Physical Gold position peaked at $1.85M in Q2 2023.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.