Orgel Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Orgel Wealth 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	$603K	Hold	20,000	–	–	0.01%	76
2026 Q1	$709K	Hold	20,000	–	–	0.02%	59
2025 Q4	$660K	Hold	20,000	–	–	0.01%	56
2025 Q3	$592K	Hold	20,000	–	–	0.01%	59
2025 Q2	$507K	Hold	20,000	–	–	0.01%	62
2025 Q1	$481K	Buy	+20,000	New	+$443K	0.01%	58

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

Orgel Wealth Management's PHYS Position: Q2 2026 in Review

Orgel Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 20,000 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #76.

Orgel Wealth Management first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $709K in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Orgel Wealth Management held 20,000 shares of Sprott Physical Gold worth $603K as of Q2 2026.
Orgel Wealth Management left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #76 holding.
Orgel Wealth Management first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
Orgel Wealth Management's Sprott Physical Gold position peaked at $709K in Q1 2026.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.