Stillwater Wealth Management Group’s Sprott Physical Gold PHYS Stock Holding History

Stillwater Wealth Management Group’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	$383K	Hold	10,800	–	–	0.24%	62
2025 Q4	$357K	Sell	10,800 -800	-7%	-$25.3K	0.24%	58
2025 Q3	$344K	Buy	+11,600	New	+$308K	0.24%	57
2025 Q1	$313K	Sell	13,000 -1,800	-12%	-$39.9K	0.27%	58
2024 Q4	$298K	Buy	+14,800	New	+$304K	0.27%	57

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Stillwater Wealth Management Group's PHYS Position: Q1 2026 in Review

Stillwater Wealth Management Group held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 10,800 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #62.

Stillwater Wealth Management Group first reported a position in PHYS in Q4 2024 and has held it in 5 quarters since. 677 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Stillwater Wealth Management Group held 10,800 shares of Sprott Physical Gold worth $383K as of Q1 2026.
Stillwater Wealth Management Group left its Sprott Physical Gold share count unchanged in Q1 2026.
Sprott Physical Gold made up 0.24% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #62 holding.
Stillwater Wealth Management Group first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 5 quarters since.
677 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.