DecisionPoint Financial’s Sprott Physical Gold PHYS Stock Holding History

DecisionPoint Financial’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	$4.22K	Sell	139 -11	-7%	-$375	﹤0.01%	247
2026 Q1	$5.32K	Hold	150	–	–	﹤0.01%	217
2025 Q4	$4.95K	Hold	150	–	–	﹤0.01%	247
2025 Q3	$4.45K	Hold	150	–	–	﹤0.01%	179
2025 Q2	$3.83K	Buy	+150	New	+$3.77K	﹤0.01%	195
2024 Q2	–	Sell	-58	Closed	-$1.05K	–	269
2024 Q1	$1.05K	Buy	+58	New	+$930	﹤0.01%	248

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

DecisionPoint Financial's PHYS Position: Q2 2026 in Review

DecisionPoint Financial reduced its Sprott Physical Gold (PHYS) stake by 7.3% in Q2 2026, selling an estimated $375 and leaving 139 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

DecisionPoint Financial first reported a position in PHYS in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.32K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

DecisionPoint Financial held 139 shares of Sprott Physical Gold worth $4.22K as of Q2 2026.
DecisionPoint Financial sold 11 Sprott Physical Gold shares in Q2 2026, an estimated $375.
Sprott Physical Gold made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #247 holding.
DecisionPoint Financial first reported a position in Sprott Physical Gold in Q1 2024 and has held it in 6 quarters since.
DecisionPoint Financial's Sprott Physical Gold position peaked at $5.32K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.