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Midwest Trust’s Sprott Physical Gold PHYS Stock Holding History

Midwest Trust’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
-6,110
Closed -$217K – 625
2026
Q1 		$217K Hold
6,110
– – ﹤0.01% 568
2025
Q4 		$202K Sell
6,110
-8,798
-59% -$278K ﹤0.01% 583
2025
Q3 		$442K Sell
14,908
-1,870
-11% -$49.6K 0.01% 440
2025
Q2 		$425K Buy
+16,778
New +$422K 0.01% 449

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Midwest Trust's PHYS Position: Q2 2026 in Review

Midwest Trust sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 6,110 shares — an estimated $217K sold.

Midwest Trust first reported a position in PHYS in Q2 2025 and held it in 4 quarters. The position peaked at $442K in Q3 2025. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Midwest Trust reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
  • Midwest Trust sold 6,110 Sprott Physical Gold shares in Q2 2026, an estimated $217K.
  • Midwest Trust first reported a position in Sprott Physical Gold in Q2 2025 and held it in 4 quarters.
  • Midwest Trust's Sprott Physical Gold position peaked at $442K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.