Gateway Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

Gateway Wealth Partners’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	$1.3M	Sell	42,965 -39,619	-48%	-$1.35M	0.08%	253
2026 Q1	$2.93M	Buy	82,584 +61,124	+285%	+$2.26M	0.11%	198
2025 Q4	$709K	Buy	21,460 +2,245	+12%	+$71.1K	0.08%	231
2025 Q3	$569K	Buy	19,215 +651	+4%	+$17.3K	0.08%	225
2025 Q2	$471K	Buy	18,564 +2,994	+19%	+$75.2K	0.09%	205
2025 Q1	$375K	Buy	15,570 +4,350	+39%	+$96.5K	0.08%	221
2024 Q4	$226K	Hold	11,220	–	–	0.06%	268
2024 Q3	$229K	Buy	+11,220	New	+$216K	0.06%	253

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

Gateway Wealth Partners's PHYS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Sprott Physical Gold (PHYS) stake by 48% in Q2 2026, selling an estimated $1.35M and leaving 42,965 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #253.

Gateway Wealth Partners first reported a position in PHYS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.93M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Gateway Wealth Partners held 42,965 shares of Sprott Physical Gold worth $1.3M as of Q2 2026.
Gateway Wealth Partners sold 39,619 Sprott Physical Gold shares in Q2 2026, an estimated $1.35M.
Sprott Physical Gold made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #253 holding.
Gateway Wealth Partners first reported a position in Sprott Physical Gold in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Sprott Physical Gold position peaked at $2.93M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.