RF
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Roxbury Financial’s Sprott Physical Gold PHYS Stock Holding History

Roxbury Financial’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 		$16.4K Hold
544
– – 0.01% 284
2026
Q1 		$19.3K Buy
544
+69
+15% +$2.55K 0.02% 256
2025
Q4 		$15.7K Buy
475
+80
+20% +$2.53K 0.01% 269
2025
Q3 		$11.7K Hold
395
– – 0.01% 281
2025
Q2 		$10K Buy
+395
New +$9.93K 0.01% 283

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Roxbury Financial's PHYS Position: Q2 2026 in Review

Roxbury Financial held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 544 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #284.

Roxbury Financial first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q1 2026. 199 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Roxbury Financial held 544 shares of Sprott Physical Gold worth $16.4K as of Q2 2026.
  • Roxbury Financial left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #284 holding.
  • Roxbury Financial first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • Roxbury Financial's Sprott Physical Gold position peaked at $19.3K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.