Evoke Wealth’s Sprott Physical Gold PHYS Stock Holding History

Evoke Wealth’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	–	Sell	-19,000	Closed	-$673K	–	477
2026 Q1	$673K	Hold	19,000	–	–	0.01%	348
2025 Q4	$627K	Buy	19,000 +3,000	+19%	+$95K	0.01%	344
2025 Q3	$474K	Buy	16,000 +3,000	+23%	+$79.6K	0.01%	371
2025 Q2	$330K	Hold	13,000	–	–	0.01%	436
2025 Q1	$313K	Hold	13,000	–	–	0.01%	342
2024 Q4	$262K	Hold	13,000	–	–	0.01%	371
2024 Q3	$265K	Hold	13,000	–	–	0.01%	354
2024 Q2	$235K	Hold	13,000	–	–	0.28%	72
2024 Q1	$225K	Hold	13,000	–	–	0.01%	366
2023 Q4	$207K	Buy	+13,000	New	+$200K	0.34%	74

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

Evoke Wealth's PHYS Position: Q2 2026 in Review

Evoke Wealth sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 19,000 shares — an estimated $673K sold.

Evoke Wealth first reported a position in PHYS in Q4 2023 and held it in 10 quarters. The position peaked at $673K in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Evoke Wealth reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 19,000 Sprott Physical Gold shares in Q2 2026, an estimated $673K.
Evoke Wealth first reported a position in Sprott Physical Gold in Q4 2023 and held it in 10 quarters.
Evoke Wealth's Sprott Physical Gold position peaked at $673K in Q1 2026.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.