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

HB 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 		$244K Buy
8,084
+42
+0.5% +$1.43K ﹤0.01% 1485
2026
Q1 		$285K Buy
8,042
+124
+2% +$4.59K ﹤0.01% 1263
2025
Q4 		$261K Sell
7,918
-419
-5% -$13.3K ﹤0.01% 1209
2025
Q3 		$247K Hold
8,337
– – ﹤0.01% 1171
2025
Q2 		$211K Buy
+8,337
New +$209K ﹤0.01% 1082

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

HB Wealth Management increased its Sprott Physical Gold (PHYS) stake by 0.52% in Q2 2026, buying an estimated $1.43K and bringing the position to 8,084 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

HB Wealth Management first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • HB Wealth Management held 8,084 shares of Sprott Physical Gold worth $244K as of Q2 2026.
  • HB Wealth Management bought 42 Sprott Physical Gold shares in Q2 2026, an estimated $1.43K.
  • Sprott Physical Gold made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1485 holding.
  • HB Wealth Management first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Sprott Physical Gold position peaked at $285K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.