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Quantum Financial Partners’s Sprott Physical Gold PHYS Stock Holding History

Quantum Financial Partners’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 		$2M Buy
+66,364
New +$2.26M 1.02% 27

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Quantum Financial Partners's PHYS Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 66,364 shares worth $2M. The stake represents 1.02% of the portfolio and ranks #27 among its holdings.

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

  • Quantum Financial Partners held 66,364 shares of Sprott Physical Gold worth $2M as of Q2 2026.
  • Sprott Physical Gold was a new Quantum Financial Partners position in Q2 2026.
  • Sprott Physical Gold made up 1.02% of Quantum Financial Partners's portfolio in Q2 2026, its #27 holding.
  • 140 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.