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Rockwood Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Rockwood Wealth Management’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
Q1 		– Sell
-8,958
Closed -$296K – 123
2025
Q4 		$296K Buy
+8,958
New +$284K 0.02% 92

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Rockwood Wealth Management's PHYS Position: Q1 2026 in Review

Rockwood Wealth Management sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 8,958 shares — an estimated $296K sold.

Rockwood Wealth Management first reported a position in PHYS in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Rockwood Wealth Management reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
  • Rockwood Wealth Management sold 8,958 Sprott Physical Gold shares in Q1 2026, an estimated $296K.
  • Rockwood Wealth Management first reported a position in Sprott Physical Gold in Q4 2025 and held it in 1 quarter.
  • Rockwood Wealth Management's Sprott Physical Gold position peaked at $296K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Rockwood Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.