MFG
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Magnus Financial Group’s Sprott Physical Gold PHYS Stock Holding History

Magnus Financial Group’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 		$913K Hold
30,261
– – 0.06% 169
2026
Q1 		$1.07M Buy
+30,261
New +$1.12M 0.09% 146

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Magnus Financial Group's PHYS Position: Q2 2026 in Review

Magnus Financial Group held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 30,261 shares worth $913K. The position accounts for 0.06% of the portfolio, ranked #169.

Magnus Financial Group first reported a position in PHYS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 189 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Magnus Financial Group held 30,261 shares of Sprott Physical Gold worth $913K as of Q2 2026.
  • Magnus Financial Group left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #169 holding.
  • Magnus Financial Group first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 2 quarters since.
  • Magnus Financial Group's Sprott Physical Gold position peaked at $1.07M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.