Principia Wealth Advisory’s Sprott Physical Gold PHYS Stock Holding History

Principia Wealth Advisory’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	$207K	Buy	6,845 +275	+4%	+$9.38K	0.1%	73
2026 Q1	$233K	Sell	6,570 -820	-11%	-$30.3K	0.13%	67
2025 Q4	$244K	Sell	7,390 -1,890	-20%	-$59.8K	0.15%	69
2025 Q3	$275K	Sell	9,280 -1,740	-16%	-$46.2K	0.19%	63
2025 Q2	$279K	Sell	11,020 -2,165	-16%	-$54.4K	0.24%	50
2025 Q1	$312K	Sell	13,185 -3,155	-19%	-$70K	0.3%	33
2024 Q4	$329K	Buy	+16,340	New	+$336K	0.31%	33

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

Principia Wealth Advisory's PHYS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Sprott Physical Gold (PHYS) stake by 4.2% in Q2 2026, buying an estimated $9.38K and bringing the position to 6,845 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #73.

Principia Wealth Advisory first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q4 2024. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Principia Wealth Advisory held 6,845 shares of Sprott Physical Gold worth $207K as of Q2 2026.
Principia Wealth Advisory bought 275 Sprott Physical Gold shares in Q2 2026, an estimated $9.38K.
Sprott Physical Gold made up 0.1% of Principia Wealth Advisory's portfolio in Q2 2026, its #73 holding.
Principia Wealth Advisory first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Sprott Physical Gold position peaked at $329K in Q4 2024.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.