Legacy Wealth Management (Idaho)’s Sprott Physical Gold PHYS Stock Holding History

Legacy Wealth Management (Idaho)’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	-2,271	Closed	-$80.5K	–	737
2026 Q1	$80.5K	Buy	2,271 +109	+5%	+$4.03K	0.04%	207
2025 Q4	$71.4K	Buy	2,162 +714	+49%	+$22.6K	0.03%	180
2025 Q3	$42.9K	Buy	1,448 +35	+2%	+$929	0.02%	187
2025 Q2	$35.8K	Buy	1,413 +13	+0.9%	+$327	0.02%	183
2025 Q1	$33.7K	Hold	1,400	–	–	0.02%	181
2024 Q4	$31K	Hold	1,400	–	–	0.02%	160
2024 Q3	$27.7K	Buy	+1,400	New	+$26.9K	0.02%	176

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

Legacy Wealth Management (Idaho)'s PHYS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 2,271 shares — an estimated $80.5K sold.

Legacy Wealth Management (Idaho) first reported a position in PHYS in Q3 2024 and held it in 7 quarters. The position peaked at $80.5K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 2,271 Sprott Physical Gold shares in Q2 2026, an estimated $80.5K.
Legacy Wealth Management (Idaho) first reported a position in Sprott Physical Gold in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Sprott Physical Gold position peaked at $80.5K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.