Ritter Daniher Financial Advisory’s Sprott Physical Gold PHYS Stock Holding History

Ritter Daniher Financial 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	$96.5K	Hold	3,200	–	–	0.01%	226
2026 Q1	$113K	Hold	3,200	–	–	0.02%	208
2025 Q4	$106K	Hold	3,200	–	–	0.02%	218
2025 Q3	$94.8K	Hold	3,200	–	–	0.02%	195
2025 Q2	$81.1K	Hold	3,200	–	–	0.02%	141
2025 Q1	$77K	Buy	+3,200	New	+$71K	0.02%	128
2021 Q1	–	Sell	-2,065	Closed	-$31K	–	196
2020 Q4	$31K	Buy	+2,065	New	+$30.7K	0.03%	109

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

Ritter Daniher Financial Advisory's PHYS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 3,200 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #226.

Ritter Daniher Financial Advisory first reported a position in PHYS in Q4 2020 and has held it in 7 quarters since. The position peaked at $113K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Ritter Daniher Financial Advisory held 3,200 shares of Sprott Physical Gold worth $96.5K as of Q2 2026.
Ritter Daniher Financial Advisory left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #226 holding.
Ritter Daniher Financial Advisory first reported a position in Sprott Physical Gold in Q4 2020 and has held it in 7 quarters since.
Ritter Daniher Financial Advisory's Sprott Physical Gold position peaked at $113K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.