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OFC Financial Planning’s Sprott Physical Gold PHYS Stock Holding History

OFC Financial Planning’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
-6,084
Closed -$216K – 59
2026
Q1 		$216K Hold
6,084
– – 0.21% 51
2025
Q4 		$201K Buy
+6,084
New +$193K 0.19% 55

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

OFC Financial Planning's PHYS Position: Q2 2026 in Review

OFC Financial Planning sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 6,084 shares — an estimated $216K sold.

OFC Financial Planning first reported a position in PHYS in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 402 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • OFC Financial Planning reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
  • OFC Financial Planning sold 6,084 Sprott Physical Gold shares in Q2 2026, an estimated $216K.
  • OFC Financial Planning first reported a position in Sprott Physical Gold in Q4 2025 and held it in 2 quarters.
  • OFC Financial Planning's Sprott Physical Gold position peaked at $216K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.