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

Private 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	$22K	Buy	+728	New	+$24.8K	0.01%	365

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

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

Private Wealth Management Group opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 728 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings.

651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Private Wealth Management Group held 728 shares of Sprott Physical Gold worth $22K as of Q2 2026.
Sprott Physical Gold was a new Private Wealth Management Group position in Q2 2026.
Sprott Physical Gold made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #365 holding.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.