Morton Brown Family Wealth’s Sprott Physical Gold PHYS Stock Holding History

Morton Brown Family Wealth’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	$3.5K	Hold	116	–	–	﹤0.01%	247
2026 Q1	$4.11K	Sell	116 -143	-55%	-$5.29K	﹤0.01%	230
2025 Q4	$8.55K	Hold	259	–	–	﹤0.01%	205
2025 Q3	$7.67K	Hold	259	–	–	﹤0.01%	202
2025 Q2	$6.57K	Sell	259 -1,495	-85%	-$37.6K	﹤0.01%	218
2025 Q1	$42.2K	Buy	+1,754	New	+$38.9K	0.01%	111

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

Morton Brown Family Wealth's PHYS Position: Q2 2026 in Review

Morton Brown Family Wealth held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 116 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Morton Brown Family Wealth first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.2K in Q1 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Morton Brown Family Wealth held 116 shares of Sprott Physical Gold worth $3.5K as of Q2 2026.
Morton Brown Family Wealth left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #247 holding.
Morton Brown Family Wealth first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
Morton Brown Family Wealth's Sprott Physical Gold position peaked at $42.2K in Q1 2025.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.