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

Graybill 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
2025 Q2	–	Sell	-1,000	Closed	-$24.1K	–	142
2025 Q1	$24.1K	Buy	+1,000	New	+$22.2K	0.01%	117

Other funds holding PHYS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Graybill Wealth Management's PHYS Position: Q2 2025 in Review

Graybill Wealth Management sold out of Sprott Physical Gold (PHYS) in Q2 2025, closing a stake of 1,000 shares — an estimated $24.1K sold.

Graybill Wealth Management first reported a position in PHYS in Q1 2025 and held it in 1 quarter. The position peaked at $24.1K in Q1 2025. 556 funds tracked by Wall St. Rank hold PHYS as of Q2 2025.

Graybill Wealth Management reported no remaining Sprott Physical Gold position as of Q2 2025 after selling out during the quarter.
Graybill Wealth Management sold 1,000 Sprott Physical Gold shares in Q2 2025, an estimated $24.1K.
Graybill Wealth Management first reported a position in Sprott Physical Gold in Q1 2025 and held it in 1 quarter.
Graybill Wealth Management's Sprott Physical Gold position peaked at $24.1K in Q1 2025.
556 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.