HFS
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Howard Financial Services’s Sprott Physical Gold PHYS Stock Holding History

Howard Financial Services’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
-6,369
Closed -$226K – 275
2026
Q1 		$226K Hold
6,369
– – 0.03% 207
2025
Q4 		$210K Buy
+6,369
New +$202K 0.02% 196
2025
Q1 		– Sell
-10,090
Closed -$203K – 192
2024
Q4 		$203K Hold
10,090
– – 0.03% 182
2024
Q3 		$206K Hold
10,090
– – 0.03% 159
2024
Q2 		$182K Hold
10,090
– – 0.03% 150
2024
Q1 		$175K Buy
+10,090
New +$162K 0.03% 154

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Howard Financial Services's PHYS Position: Q2 2026 in Review

Howard Financial Services sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 6,369 shares — an estimated $226K sold.

Howard Financial Services first reported a position in PHYS in Q1 2024 and held it in 6 quarters. The position peaked at $226K in Q1 2026. 146 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Howard Financial Services reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
  • Howard Financial Services sold 6,369 Sprott Physical Gold shares in Q2 2026, an estimated $226K.
  • Howard Financial Services first reported a position in Sprott Physical Gold in Q1 2024 and held it in 6 quarters.
  • Howard Financial Services's Sprott Physical Gold position peaked at $226K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.