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

Medallion 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	$159K	Buy	5,265 +455	+9%	+$15.5K	0.05%	274
2026 Q1	$170K	Hold	4,810	–	–	0.06%	273
2025 Q4	$159K	Buy	4,810 +1,040	+28%	+$32.9K	0.05%	274
2025 Q3	$112K	Hold	3,770	–	–	0.04%	335
2025 Q2	$96.2K	Sell	3,770 -1,387	-27%	-$34.9K	0.04%	357
2025 Q1	$124K	Hold	5,157	–	–	0.06%	272
2024 Q4	$104K	Buy	+5,157	New	+$106K	0.05%	290

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

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

Medallion Wealth Advisors increased its Sprott Physical Gold (PHYS) stake by 9.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 5,265 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #274.

Medallion Wealth Advisors first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q1 2026. 653 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Medallion Wealth Advisors held 5,265 shares of Sprott Physical Gold worth $159K as of Q2 2026.
Medallion Wealth Advisors bought 455 Sprott Physical Gold shares in Q2 2026, an estimated $15.5K.
Sprott Physical Gold made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #274 holding.
Medallion Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Sprott Physical Gold position peaked at $170K in Q1 2026.
653 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.