KWM
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Kingsview Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Kingsview 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 		$19M Buy
536,503
+198,014
+58% +$7.32M 0.26% 72
2025
Q4 		$11.2M Buy
338,489
+49,850
+17% +$1.58M 0.16% 118
2025
Q3 		$8.55M Buy
288,639
+45,230
+19% +$1.2M 0.13% 159
2025
Q2 		$6.17M Buy
243,409
+49,162
+25% +$1.24M 0.1% 202
2025
Q1 		$4.67M Buy
194,247
+50,609
+35% +$1.12M 0.09% 227
2024
Q4 		$2.89M Buy
143,638
+33,638
+31% +$691K 0.06% 305
2024
Q3 		$2.24M Buy
110,000
+71,396
+185% +$1.37M 0.05% 346
2024
Q2 		$697K Buy
38,604
+17,304
+81% +$314K 0.02% 592
2024
Q1 		$368K Hold
21,300
– – 0.01% 750
2023
Q4 		$339K Hold
21,300
– – 0.01% 729
2023
Q3 		$305K Sell
21,300
-1,300
-6% -$19.5K 0.01% 738
2023
Q2 		$337K Sell
22,600
-700
-3% -$10.8K 0.01% 711
2023
Q1 		$360K Buy
23,300
+350
+2% +$5.13K 0.02% 663
2022
Q4 		$324K Buy
22,950
+350
+2% +$4.67K 0.01% 643
2022
Q3 		$289K Buy
22,600
+10,300
+84% +$139K 0.01% 650
2022
Q2 		$174K Buy
12,300
+200
+2% +$2.95K 0.01% 773
2022
Q1 		$186K Sell
12,100
-680
-5% -$10.1K 0.01% 822
2021
Q4 		$184K Buy
12,780
+680
+6% +$9.61K 0.01% 869
2021
Q3 		$167K Buy
12,100
+400
+3% +$5.66K 0.01% 810
2021
Q2 		$165K Buy
+11,700
New +$168K 0.01% 835
2018
Q3 		– Sell
-11,087
Closed -$113K – 443
2018
Q2 		$113K Sell
11,087
-500
-4% -$5.31K 0.03% 309
2018
Q1 		$125K Hold
11,587
– – 0.03% 301
2017
Q4 		$123K Sell
11,587
-1,000
-8% -$10.4K 0.04% 299
2017
Q3 		$131K Buy
+12,587
New +$131K 0.06% 269

Other funds holding PHYS

Royal Bank of Canada
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Kingsview Wealth Management increased its Sprott Physical Gold (PHYS) stake by 58% in Q1 2026, buying an estimated $7.32M and bringing the position to 536,503 shares worth $19M. The position accounts for 0.26% of the portfolio, ranked #72.

Kingsview Wealth Management first reported a position in PHYS in Q3 2017 and has held it in 24 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Kingsview Wealth Management held 536,503 shares of Sprott Physical Gold worth $19M as of Q1 2026.
  • Kingsview Wealth Management bought 198,014 Sprott Physical Gold shares in Q1 2026, an estimated $7.32M.
  • Sprott Physical Gold made up 0.26% of Kingsview Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Kingsview Wealth Management first reported a position in Sprott Physical Gold in Q3 2017 and has held it in 24 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.