Fortitude Advisory Group’s Sprott Physical Gold PHYS Stock Holding History

Fortitude Advisory Group’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	$759K	Hold	25,156	–	–	0.29%	79
2026 Q1	$892K	Hold	25,156	–	–	0.4%	51
2025 Q4	$831K	Hold	25,156	–	–	0.35%	45
2025 Q3	$745K	Hold	25,156	–	–	0.4%	47
2025 Q2	$638K	Hold	25,156	–	–	0.36%	52
2025 Q1	$644K	Hold	25,156	–	–	0.46%	41
2024 Q4	$507K	Hold	25,156	–	–	0.31%	65
2024 Q3	$513K	Hold	25,156	–	–	0.32%	67
2024 Q2	$454K	Buy	+25,156	New	+$456K	0.27%	73
2022 Q2	–	Sell	-1,000	Closed	-$15K	–	973
2022 Q1	$15K	Sell	1,000 -4,760	-83%	-$70.6K	0.01%	926
2021 Q4	$83K	Buy	+5,760	New	+$81.4K	0.04%	395

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

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 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

Fortitude Advisory Group's PHYS Position: Q2 2026 in Review

Fortitude Advisory Group held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 25,156 shares worth $759K. The position accounts for 0.29% of the portfolio, ranked #79.

Fortitude Advisory Group first reported a position in PHYS in Q4 2021 and has held it in 11 quarters since. The position peaked at $892K in Q1 2026. 248 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Fortitude Advisory Group held 25,156 shares of Sprott Physical Gold worth $759K as of Q2 2026.
Fortitude Advisory Group left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.29% of Fortitude Advisory Group's portfolio in Q2 2026, its #79 holding.
Fortitude Advisory Group first reported a position in Sprott Physical Gold in Q4 2021 and has held it in 11 quarters since.
Fortitude Advisory Group's Sprott Physical Gold position peaked at $892K in Q1 2026.
248 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.