Kohmann Bosshard Financial Services’s Sprott Physical Gold PHYS Stock Holding History

Kohmann Bosshard 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 Q1	–	Sell	-1,000	Closed	-$33K	–	491
2025 Q4	$33K	Buy	+1,000	New	+$31.7K	﹤0.01%	625
2025 Q1	–	Sell	-1,000	Closed	-$20.1K	–	642
2024 Q4	$20.1K	Buy	+1,000	New	+$20.6K	﹤0.01%	438

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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

EAM

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Kohmann Bosshard Financial Services's PHYS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 1,000 shares — an estimated $33K sold.

Kohmann Bosshard Financial Services first reported a position in PHYS in Q4 2024 and held it in 2 quarters. The position peaked at $33K in Q4 2025. 683 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,000 Sprott Physical Gold shares in Q1 2026, an estimated $33K.
Kohmann Bosshard Financial Services first reported a position in Sprott Physical Gold in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's Sprott Physical Gold position peaked at $33K in Q4 2025.
683 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.