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

Kiker 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 Q1	$665K	Buy	+18,761	New	+$694K	0.32%	47
2025 Q4	–	Sell	-32,407	Closed	-$960K	–	134
2025 Q3	$960K	Sell	32,407 -200	-0.6%	-$5.31K	0.48%	44
2025 Q2	$827K	Buy	32,607 +6,603	+25%	+$166K	0.47%	42
2025 Q1	$626K	Sell	26,004 -5,844	-18%	-$130K	0.43%	51
2024 Q4	$641K	Buy	+31,848	New	+$655K	0.52%	43

Other funds holding PHYS

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

FDCDDQ

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

CTC

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

EAM

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Kiker Wealth Management's PHYS Position: Q1 2026 in Review

Kiker Wealth Management opened a new position in Sprott Physical Gold (PHYS) in Q1 2026: 18,761 shares worth $665K. The stake represents 0.32% of the portfolio and ranks #47 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in PHYS as recently as Q3 2025.

Kiker Wealth Management first reported a position in PHYS in Q4 2024 and has held it in 5 quarters since. The position peaked at $960K in Q3 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Kiker Wealth Management held 18,761 shares of Sprott Physical Gold worth $665K as of Q1 2026.
Sprott Physical Gold was a new Kiker Wealth Management position in Q1 2026.
Sprott Physical Gold made up 0.32% of Kiker Wealth Management's portfolio in Q1 2026, its #47 holding.
Kiker Wealth Management first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 5 quarters since.
Kiker Wealth Management's Sprott Physical Gold position peaked at $960K in Q3 2025.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.