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Proactive Wealth Strategies’s Sprott Physical Gold PHYS Stock Holding History

Proactive Wealth Strategies’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 		$8.66M Buy
287,086
+98
+0% +$3.34K 1.39% 18
2026
Q1 		$10.2M Buy
286,988
+143,494
+100% +$5.31M 1.91% 8
2025
Q4 		$4.74M Buy
143,494
+8,990
+7% +$285K 1.88% 11
2025
Q3 		$3.98M Sell
134,504
-912
-0.7% -$24.2K 1.72% 13
2025
Q2 		$3.43M Buy
135,416
+24,534
+22% +$616K 1.62% 15
2025
Q1 		$2.67M Buy
+110,882
New +$2.46M 1.42% 20

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Proactive Wealth Strategies's PHYS Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Sprott Physical Gold (PHYS) stake by 0.03% in Q2 2026, buying an estimated $3.34K and bringing the position to 287,086 shares worth $8.66M. The position accounts for 1.39% of the portfolio, ranked #18.

Proactive Wealth Strategies first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2M in Q1 2026. 422 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Proactive Wealth Strategies held 287,086 shares of Sprott Physical Gold worth $8.66M as of Q2 2026.
  • Proactive Wealth Strategies bought 98 Sprott Physical Gold shares in Q2 2026, an estimated $3.34K.
  • Sprott Physical Gold made up 1.39% of Proactive Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Proactive Wealth Strategies first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
  • Proactive Wealth Strategies's Sprott Physical Gold position peaked at $10.2M in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.