Sapient Capital’s Sprott Physical Gold PHYS Stock Holding History

Sapient Capital’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	$419K	Hold	13,889	–	–	0.01%	289
2026 Q1	$492K	Hold	13,889	–	–	0.01%	273
2025 Q4	$461K	Hold	13,889	–	–	0.01%	279
2025 Q3	$407K	Hold	13,889	–	–	0.01%	278
2025 Q2	$352K	Hold	13,889	–	–	0.01%	286
2025 Q1	$334K	Hold	13,889	–	–	0.01%	281
2024 Q4	$280K	Hold	13,889	–	–	0.01%	307
2024 Q3	$283K	Hold	13,889	–	–	0.01%	322
2024 Q2	$251K	Hold	13,889	–	–	0.01%	311
2024 Q1	$240K	Sell	13,889 -2,975	-18%	-$47.7K	0.01%	331
2023 Q4	$269K	Buy	+16,864	New	+$259K	0.01%	312

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM