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

Forza 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 		$350K Hold
11,613
– – 0.11% 157
2026
Q1 		$412K Hold
11,613
– – 0.14% 144
2025
Q4 		$383K Hold
11,613
– – 0.14% 145
2025
Q3 		$344K Hold
11,613
– – 0.13% 149
2025
Q2 		$294K Hold
11,613
– – 0.12% 160
2025
Q1 		$279K Hold
11,613
– – 0.13% 154
2024
Q4 		$234K Hold
11,613
– – 0.11% 166
2024
Q3 		$237K Hold
11,613
– – 0.11% 166
2024
Q2 		$210K Hold
11,613
– – 0.11% 161
2024
Q1 		$201K Hold
11,613
– – 0.1% 168
2023
Q4 		$185K Hold
11,613
– – 0.1% 164
2023
Q3 		$166K Hold
11,613
– – 0.09% 178
2023
Q2 		$173K Hold
11,613
– – 0.09% 181
2023
Q1 		$180K Hold
11,613
– – 0.09% 175
2022
Q4 		$164K Buy
+11,613
New +$155K 0.11% 141

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

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

Forza Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 11,613 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #157.

Forza Wealth Management first reported a position in PHYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $412K in Q1 2026. 117 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Forza Wealth Management held 11,613 shares of Sprott Physical Gold worth $350K as of Q2 2026.
  • Forza Wealth Management left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.11% of Forza Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Forza Wealth Management first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Sprott Physical Gold position peaked at $412K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.