Prestige Wealth Management Group’s Sprott Physical Gold PHYS Stock Holding History

Prestige Wealth Management Group’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	$151	Hold	5	–	–	﹤0.01%	1091
2026 Q1	$178	Hold	5	–	–	﹤0.01%	1083
2025 Q4	$166	Hold	5	–	–	﹤0.01%	993
2025 Q3	$149	Hold	5	–	–	﹤0.01%	982
2025 Q2	$127	Hold	5	–	–	﹤0.01%	991
2025 Q1	$121	Hold	5	–	–	﹤0.01%	994
2024 Q4	$101	Hold	5	–	–	﹤0.01%	1032
2024 Q3	$102	Hold	5	–	–	﹤0.01%	1021
2024 Q2	$91	Hold	5	–	–	﹤0.01%	978
2024 Q1	$87	Hold	5	–	–	﹤0.01%	1011
2023 Q4	$80	Hold	5	–	–	﹤0.01%	1014
2023 Q3	$72	Hold	5	–	–	﹤0.01%	1040
2023 Q2	$75	Hold	5	–	–	﹤0.01%	1046
2023 Q1	$78	Hold	5	–	–	﹤0.01%	1040
2022 Q4	$70	Hold	5	–	–	﹤0.01%	1139
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1043
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1045
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1031
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1045
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1036
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1019
2021 Q1	$0	Buy	+5	New	+$71	﹤0.01%	1018

Other funds holding PHYS

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 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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Prestige Wealth Management Group's PHYS Position: Q2 2026 in Review

Prestige Wealth Management Group held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 5 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Prestige Wealth Management Group first reported a position in PHYS in Q1 2021 and has held it in 22 quarters since. The position peaked at $178 in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Prestige Wealth Management Group held 5 shares of Sprott Physical Gold worth $151 as of Q2 2026.
Prestige Wealth Management Group left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1091 holding.
Prestige Wealth Management Group first reported a position in Sprott Physical Gold in Q1 2021 and has held it in 22 quarters since.
Prestige Wealth Management Group's Sprott Physical Gold position peaked at $178 in Q1 2026.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.