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

Palumbo 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 		$6.08M Sell
201,527
-2,335
-1% -$79.7K 1.27% 20
2026
Q1 		$7.22M Sell
203,862
-444
-0.2% -$16.4K 1.76% 12
2025
Q4 		$6.75M Buy
204,306
+5,890
+3% +$186K 1.66% 13
2025
Q3 		$5.88M Sell
198,416
-33,725
-15% -$895K 1.88% 13
2025
Q2 		$5.88M Sell
232,141
-44,867
-16% -$1.13M 1.82% 13
2025
Q1 		$6.66M Buy
277,008
+2,501
+0.9% +$55.5K 2.23% 9
2024
Q4 		$5.53M Buy
274,507
+9,870
+4% +$203K 2.06% 9
2024
Q3 		$5.39M Buy
264,637
+1,189
+0.5% +$22.9K 2.1% 12
2024
Q2 		$4.76M Buy
263,448
+3,732
+1% +$67.7K 2.01% 14
2024
Q1 		$4.49M Sell
259,716
-21,251
-8% -$341K 2.01% 13
2023
Q4 		$4.48M Sell
280,967
-11,082
-4% -$170K 2.29% 11
2023
Q3 		$4.18M Sell
292,049
-23,475
-7% -$352K 2.3% 11
2023
Q2 		$4.71M Buy
315,524
+16,934
+6% +$262K 2.88% 9
2023
Q1 		$4.62M Sell
298,590
-8,586
-3% -$126K 3.07% 9
2022
Q4 		$4.33M Buy
307,176
+25,122
+9% +$335K 3.44% 8
2022
Q3 		$3.61M Buy
282,054
+13,840
+5% +$186K 3.06% 10
2022
Q2 		$3.8M Buy
268,214
+16,191
+6% +$239K 3.02% 9
2022
Q1 		$3.87M Buy
252,023
+45,785
+22% +$679K 2.49% 13
2021
Q4 		$2.96M Buy
206,238
+80,463
+64% +$1.14M 1.85% 13
2021
Q3 		$1.74M Sell
125,775
-208
-0.2% -$2.94K 1.14% 15
2021
Q2 		$1.77M Buy
125,983
+54,298
+76% +$781K 1.19% 15
2021
Q1 		$961K Buy
71,685
+5,435
+8% +$77K 0.72% 30
2020
Q4 		$1M Buy
+66,250
New +$984K 0.81% 20

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

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

Palumbo Wealth Management reduced its Sprott Physical Gold (PHYS) stake by 1.1% in Q2 2026, selling an estimated $79.7K and leaving 201,527 shares worth $6.08M. The position accounts for 1.27% of the portfolio, ranked #20.

Palumbo Wealth Management first reported a position in PHYS in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.22M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Palumbo Wealth Management held 201,527 shares of Sprott Physical Gold worth $6.08M as of Q2 2026.
  • Palumbo Wealth Management sold 2,335 Sprott Physical Gold shares in Q2 2026, an estimated $79.7K.
  • Sprott Physical Gold made up 1.27% of Palumbo Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Palumbo Wealth Management first reported a position in Sprott Physical Gold in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Sprott Physical Gold position peaked at $7.22M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.