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MTM Investment Management’s Sprott Physical Gold PHYS Stock Holding History

MTM Investment Management’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 		$157K Buy
5,200
+4,000
+333% +$136K 0.04% 234
2026
Q1 		$42.5K Hold
1,200
– – 0.01% 351
2025
Q4 		$39.6K Hold
1,200
– – 0.01% 362
2025
Q3 		$35.5K Hold
1,200
– – 0.01% 385
2025
Q2 		$30.4K Buy
+1,200
New +$30.2K 0.01% 390

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

MTM Investment Management's PHYS Position: Q2 2026 in Review

MTM Investment Management increased its Sprott Physical Gold (PHYS) stake by 333% in Q2 2026, buying an estimated $136K and bringing the position to 5,200 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #234.

MTM Investment Management first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • MTM Investment Management held 5,200 shares of Sprott Physical Gold worth $157K as of Q2 2026.
  • MTM Investment Management bought 4,000 Sprott Physical Gold shares in Q2 2026, an estimated $136K.
  • Sprott Physical Gold made up 0.04% of MTM Investment Management's portfolio in Q2 2026, its #234 holding.
  • MTM Investment Management first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.