PP
PHYS icon

Pacifica Partners’s Sprott Physical Gold PHYS Stock Holding History

Pacifica 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 		$15.5K Hold
500
– – ﹤0.01% 274
2026
Q1 		$17.7K Hold
500
– – 0.01% 269
2025
Q4 		$16.5K Sell
500
-500
-50% -$15.8K 0.01% 259
2025
Q3 		$29.7K Hold
1,000
– – 0.01% 239
2025
Q2 		$25.1K Hold
1,000
– – 0.01% 257
2025
Q1 		$24K Hold
1,000
– – 0.01% 251
2024
Q4 		$20.4K Hold
1,000
– – 0.01% 283
2024
Q3 		$20.4K Hold
1,000
– – 0.01% 292
2024
Q2 		$18.3K Hold
1,000
– – 0.01% 312
2024
Q1 		$16.9K Hold
1,000
– – 0.01% 311
2023
Q4 		$15.7K Hold
1,000
– – 0.01% 324
2023
Q3 		$14K Hold
1,000
– – 0.01% 317
2023
Q2 		$14.9K Hold
1,000
– – 0.01% 260
2023
Q1 		$15.6K Buy
+1,000
New +$14.7K 0.01% 264

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pacifica Partners's PHYS Position: Q2 2026 in Review

Pacifica Partners held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 500 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Pacifica Partners first reported a position in PHYS in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.7K in Q3 2025. 199 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Pacifica Partners held 500 shares of Sprott Physical Gold worth $15.5K as of Q2 2026.
  • Pacifica Partners left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #274 holding.
  • Pacifica Partners first reported a position in Sprott Physical Gold in Q1 2023 and has held it in 14 quarters since.
  • Pacifica Partners's Sprott Physical Gold position peaked at $29.7K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.