ORG Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

ORG Wealth Partners’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	$1.98M	Buy	65,635 +5,995	+10%	+$205K	0.3%	44
2026 Q1	$2.11M	Sell	59,640 -11,159	-16%	-$413K	0.42%	37
2025 Q4	$2.34M	Buy	70,799 +1,466	+2%	+$46.4K	0.55%	25
2025 Q3	$2.05M	Buy	69,333 +261	+0.4%	+$6.93K	0.44%	32
2025 Q2	$1.76M	Buy	69,072 +8,382	+14%	+$211K	0.42%	30
2025 Q1	$1.47M	Buy	60,690 +59,650	+5,736%	+$1.32M	0.45%	38
2024 Q4	$20.9K	Hold	1,040	–	–	0.01%	335
2024 Q3	$21.2K	Buy	+1,040	New	+$20K	0.01%	329

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

ORG Wealth Partners's PHYS Position: Q2 2026 in Review

ORG Wealth Partners increased its Sprott Physical Gold (PHYS) stake by 10% in Q2 2026, buying an estimated $205K and bringing the position to 65,635 shares worth $1.98M. The position accounts for 0.3% of the portfolio, ranked #44.

ORG Wealth Partners first reported a position in PHYS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.34M in Q4 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

ORG Wealth Partners held 65,635 shares of Sprott Physical Gold worth $1.98M as of Q2 2026.
ORG Wealth Partners bought 5,995 Sprott Physical Gold shares in Q2 2026, an estimated $205K.
Sprott Physical Gold made up 0.3% of ORG Wealth Partners's portfolio in Q2 2026, its #44 holding.
ORG Wealth Partners first reported a position in Sprott Physical Gold in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Sprott Physical Gold position peaked at $2.34M in Q4 2025.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.