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 Q2	$685K	Buy	22,697 +3,936	+21%	+$134K	0.27%	63
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 $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

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

Kiker Wealth Management increased its Sprott Physical Gold (PHYS) stake by 21% in Q2 2026, buying an estimated $134K and bringing the position to 22,697 shares worth $685K. The position accounts for 0.27% of the portfolio, ranked #63.

Kiker Wealth Management first reported a position in PHYS in Q4 2024 and has held it in 6 quarters since. The position peaked at $960K in Q3 2025. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Kiker Wealth Management held 22,697 shares of Sprott Physical Gold worth $685K as of Q2 2026.
Kiker Wealth Management bought 3,936 Sprott Physical Gold shares in Q2 2026, an estimated $134K.
Sprott Physical Gold made up 0.27% of Kiker Wealth Management's portfolio in Q2 2026, its #63 holding.
Kiker Wealth Management first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 6 quarters since.
Kiker Wealth Management's Sprott Physical Gold position peaked at $960K in Q3 2025.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.