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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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 $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Medallion Wealth Advisors's PHYS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 4,810 shares worth $170K. The position accounts for 0.06% of the portfolio, ranked #273.

Medallion Wealth Advisors first reported a position in PHYS in Q4 2024 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Medallion Wealth Advisors held 4,810 shares of Sprott Physical Gold worth $170K as of Q1 2026.
  • Medallion Wealth Advisors left its Sprott Physical Gold share count unchanged in Q1 2026.
  • Sprott Physical Gold made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • Medallion Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 6 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.