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Pacific Sage Partners’s Sprott Physical Gold PHYS Stock Holding History

Pacific Sage 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 		$9.96M Buy
330,230
+2,454
+0.7% +$83.7K 1.41% 18
2026
Q1 		$11.6M Buy
327,776
+5,788
+2% +$214K 1.83% 16
2025
Q4 		$10.6M Buy
321,988
+811
+0.3% +$25.7K 1.68% 18
2025
Q3 		$9.51M Buy
321,177
+1,024
+0.3% +$27.2K 1.59% 17
2025
Q2 		$8.12M Sell
320,153
-6,832
-2% -$172K 1.61% 17
2025
Q1 		$7.87M Sell
326,985
-312
-0.1% -$6.92K 1.77% 13
2024
Q4 		$6.59M Buy
327,297
+229
+0.1% +$4.71K 1.5% 17
2024
Q3 		$6.67M Buy
327,068
+3,663
+1% +$70.5K 1.59% 15
2024
Q2 		$5.84M Buy
323,405
+941
+0.3% +$17.1K 1.45% 15
2024
Q1 		$5.58M Sell
322,464
-371
-0.1% -$5.95K 1.44% 15
2023
Q4 		$5.14M Buy
322,835
+2,189
+0.7% +$33.6K 1.41% 16
2023
Q3 		$4.59M Sell
320,646
-3,084
-1% -$46.3K 1.38% 16
2023
Q2 		$4.83M Buy
323,730
+6,197
+2% +$95.7K 1.43% 14
2023
Q1 		$4.91M Buy
317,533
+12,670
+4% +$186K 1.58% 12
2022
Q4 		$4.3M Buy
+304,863
New +$4.07M 1.43% 14

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

Pacific Sage Partners's PHYS Position: Q2 2026 in Review

Pacific Sage Partners increased its Sprott Physical Gold (PHYS) stake by 0.75% in Q2 2026, buying an estimated $83.7K and bringing the position to 330,230 shares worth $9.96M. The position accounts for 1.41% of the portfolio, ranked #18.

Pacific Sage Partners first reported a position in PHYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.6M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Pacific Sage Partners held 330,230 shares of Sprott Physical Gold worth $9.96M as of Q2 2026.
  • Pacific Sage Partners bought 2,454 Sprott Physical Gold shares in Q2 2026, an estimated $83.7K.
  • Sprott Physical Gold made up 1.41% of Pacific Sage Partners's portfolio in Q2 2026, its #18 holding.
  • Pacific Sage Partners first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 15 quarters since.
  • Pacific Sage Partners's Sprott Physical Gold position peaked at $11.6M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.