Lineweaver Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Lineweaver Wealth Advisors’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	$562K	Hold	18,615	–	–	0.07%	137
2026 Q1	$660K	Hold	18,615	–	–	0.09%	124
2025 Q4	$615K	Hold	18,615	–	–	0.08%	134
2025 Q3	$551K	Hold	18,615	–	–	0.08%	133
2025 Q2	$472K	Hold	18,615	–	–	0.07%	128
2025 Q1	$448K	Hold	18,615	–	–	0.08%	118
2024 Q4	$375K	Hold	18,615	–	–	0.07%	112
2024 Q3	$379K	Hold	18,615	–	–	0.07%	108
2024 Q2	$336K	Hold	18,615	–	–	0.07%	109
2024 Q1	$322K	Hold	18,615	–	–	0.08%	110
2023 Q4	$297K	Hold	18,615	–	–	0.08%	112
2023 Q3	$267K	Hold	18,615	–	–	0.08%	121
2023 Q2	$278K	Hold	18,615	–	–	0.08%	105
2023 Q1	$288K	Hold	18,615	–	–	0.09%	108
2022 Q4	$262K	Hold	18,615	–	–	0.08%	109
2022 Q3	$238K	Hold	18,615	–	–	0.08%	116
2022 Q2	$263K	Hold	18,615	–	–	0.09%	110
2022 Q1	$286K	Hold	18,615	–	–	0.08%	117
2021 Q4	$267K	Hold	18,615	–	–	0.08%	118
2021 Q3	$256K	Hold	18,615	–	–	0.08%	118
2021 Q2	$261K	Hold	18,615	–	–	0.09%	107
2021 Q1	$249K	Hold	18,615	–	–	0.09%	99
2020 Q4	$280K	Hold	18,615	–	–	0.11%	82
2020 Q3	$280K	Hold	18,615	–	–	0.13%	71
2020 Q2	$266K	Sell	18,615 -3,348	-15%	-$46.2K	0.14%	68
2020 Q1	$288K	Buy	21,963 +3,348	+18%	+$42.6K	0.18%	56
2019 Q4	$226K	Buy	+18,615	New	+$222K	0.13%	60

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

Lineweaver Wealth Advisors's PHYS Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 18,615 shares worth $562K. The position accounts for 0.07% of the portfolio, ranked #137.

Lineweaver Wealth Advisors first reported a position in PHYS in Q4 2019 and has held it in 27 quarters since. The position peaked at $660K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Lineweaver Wealth Advisors held 18,615 shares of Sprott Physical Gold worth $562K as of Q2 2026.
Lineweaver Wealth Advisors left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.07% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Lineweaver Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2019 and has held it in 27 quarters since.
Lineweaver Wealth Advisors's Sprott Physical Gold position peaked at $660K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.