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

Pacific 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
Q1 		$327K Buy
9,225
+1,660
+22% +$61.4K 0.18% 15
2025
Q4 		$250K Hold
7,565
– – 0.12% 22
2025
Q3 		$224K Buy
+7,565
New +$201K 0.11% 23

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Pacific Wealth Management's PHYS Position: Q1 2026 in Review

Pacific Wealth Management increased its Sprott Physical Gold (PHYS) stake by 22% in Q1 2026, buying an estimated $61.4K and bringing the position to 9,225 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #15.

Pacific Wealth Management first reported a position in PHYS in Q3 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Pacific Wealth Management held 9,225 shares of Sprott Physical Gold worth $327K as of Q1 2026.
  • Pacific Wealth Management bought 1,660 Sprott Physical Gold shares in Q1 2026, an estimated $61.4K.
  • Sprott Physical Gold made up 0.18% of Pacific Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Pacific Wealth Management first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.