Golden State Equity Partners’s Sprott Physical Gold PHYS Stock Holding History

Golden State Equity 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	–	Sell	-141,489	Closed	-$5.01M	–	1342
2026 Q1	$5.01M	Buy	+141,489	New	+$5.23M	0.38%	46

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

Golden State Equity Partners's PHYS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 141,489 shares — an estimated $5.01M sold.

Golden State Equity Partners first reported a position in PHYS in Q1 2026 and held it in 1 quarter. The position peaked at $5.01M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Golden State Equity Partners reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 141,489 Sprott Physical Gold shares in Q2 2026, an estimated $5.01M.
Golden State Equity Partners first reported a position in Sprott Physical Gold in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Sprott Physical Gold position peaked at $5.01M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.