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

Evermay 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 Q2	$118K	Hold	3,906	–	–	0.01%	250
2026 Q1	$138K	Hold	3,906	–	–	0.02%	225
2025 Q4	$129K	Hold	3,906	–	–	0.01%	236
2025 Q3	$116K	Sell	3,906 -441	-10%	-$11.7K	0.01%	251
2025 Q2	$110K	Buy	4,347 +441	+11%	+$11.1K	0.01%	256
2025 Q1	$94K	Hold	3,906	–	–	0.01%	268
2024 Q4	$78.7K	Hold	3,906	–	–	0.01%	280
2024 Q3	$79.6K	Hold	3,906	–	–	0.01%	288
2024 Q2	$70.5K	Hold	3,906	–	–	0.01%	312
2024 Q1	$67.6K	Buy	3,906 +3,321	+568%	+$53.3K	0.01%	324
2023 Q4	$9.32K	Hold	585	–	–	﹤0.01%	457
2023 Q3	$8.38K	Hold	585	–	–	﹤0.01%	446
2023 Q2	$8.73K	Hold	585	–	–	﹤0.01%	437
2023 Q1	$9.04K	Hold	585	–	–	﹤0.01%	429
2022 Q4	$8.25K	Hold	585	–	–	﹤0.01%	433
2022 Q3	$7K	Hold	585	–	–	﹤0.01%	432
2022 Q2	$8K	Hold	585	–	–	﹤0.01%	418
2022 Q1	$9K	Hold	585	–	–	﹤0.01%	429
2021 Q4	$8K	Hold	585	–	–	﹤0.01%	421
2021 Q3	$8K	Hold	585	–	–	﹤0.01%	397
2021 Q2	$8K	Buy	+585	New	+$8.42K	﹤0.01%	420

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ISWM

Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evermay Wealth Management's PHYS Position: Q2 2026 in Review

Evermay Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 3,906 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #250.

Evermay Wealth Management first reported a position in PHYS in Q2 2021 and has held it in 21 quarters since. The position peaked at $138K in Q1 2026. 238 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Evermay Wealth Management held 3,906 shares of Sprott Physical Gold worth $118K as of Q2 2026.
Evermay Wealth Management left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #250 holding.
Evermay Wealth Management first reported a position in Sprott Physical Gold in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Sprott Physical Gold position peaked at $138K in Q1 2026.
238 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.