Physician Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Physician Wealth Advisors’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	$8.66K	Hold	287	–	–	﹤0.01%	913
2026 Q1	$10.2K	Hold	287	–	–	﹤0.01%	789
2025 Q4	$9.48K	Sell	287 -17,652	-98%	-$559K	﹤0.01%	785
2025 Q3	$531K	Hold	17,939	–	–	0.08%	99
2025 Q2	$455K	Hold	17,939	–	–	0.07%	105
2025 Q1	$432K	Hold	17,939	–	–	0.07%	103
2024 Q4	$361K	Hold	17,939	–	–	0.06%	122
2024 Q3	$371K	Hold	17,939	–	–	0.07%	116
2024 Q2	$343K	Hold	17,939	–	–	0.06%	115
2024 Q1	$332K	Hold	17,939	–	–	0.07%	119
2023 Q4	$280K	Hold	17,939	–	–	0.06%	124
2023 Q3	$258K	Hold	17,939	–	–	0.07%	124
2023 Q2	$269K	Hold	17,939	–	–	0.07%	124
2023 Q1	$279K	Hold	17,939	–	–	0.07%	116
2022 Q4	$269K	Hold	17,939	–	–	0.07%	122
2022 Q3	$239K	Buy	17,939 +3,800	+27%	+$51.1K	0.07%	128
2022 Q2	$196K	Buy	+14,139	New	+$208K	0.06%	146

Other funds holding PHYS

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ISWM

Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM

Physician Wealth Advisors's PHYS Position: Q2 2026 in Review

Physician Wealth Advisors held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 287 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Physician Wealth Advisors first reported a position in PHYS in Q2 2022 and has held it in 17 quarters since. The position peaked at $531K in Q3 2025. 318 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Physician Wealth Advisors held 287 shares of Sprott Physical Gold worth $8.66K as of Q2 2026.
Physician Wealth Advisors left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #913 holding.
Physician Wealth Advisors first reported a position in Sprott Physical Gold in Q2 2022 and has held it in 17 quarters since.
Physician Wealth Advisors's Sprott Physical Gold position peaked at $531K in Q3 2025.
318 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.