Summit Financial Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Summit Financial Wealth Advisors’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	$241K	Hold	8,000	–	–	0.03%	192
2026 Q1	$284K	Hold	8,000	–	–	0.04%	159
2025 Q4	$264K	Hold	8,000	–	–	0.04%	158
2025 Q3	$237K	Hold	8,000	–	–	0.04%	160
2025 Q2	$203K	Buy	+8,000	New	+$201K	0.04%	164
2023 Q3	–	Sell	-11,000	Closed	-$164K	–	127
2023 Q2	$164K	Hold	11,000	–	–	0.04%	119
2023 Q1	$170K	Sell	11,000 -500	-4%	-$7.33K	0.04%	123
2022 Q4	$162K	Hold	11,500	–	–	0.04%	125
2022 Q3	$148K	Hold	11,500	–	–	0.04%	119
2022 Q2	$154K	Hold	11,500	–	–	0.04%	127
2022 Q1	$177K	Hold	11,500	–	–	0.04%	125
2021 Q4	$164K	Hold	11,500	–	–	0.03%	135
2021 Q3	$159K	Hold	11,500	–	–	0.04%	125
2021 Q2	$161K	Hold	11,500	–	–	0.04%	122
2021 Q1	$174K	Buy	+11,500	New	+$163K	0.04%	110
2020 Q4	–	Sell	-11,500	Closed	-$174K	–	114
2020 Q3	$174K	Buy	+11,500	New	+$176K	0.05%	113

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

Summit Financial Wealth Advisors's PHYS Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 8,000 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #192.

Summit Financial Wealth Advisors first reported a position in PHYS in Q3 2020 and has held it in 16 quarters since. The position peaked at $284K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Summit Financial Wealth Advisors held 8,000 shares of Sprott Physical Gold worth $241K as of Q2 2026.
Summit Financial Wealth Advisors left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Summit Financial Wealth Advisors first reported a position in Sprott Physical Gold in Q3 2020 and has held it in 16 quarters since.
Summit Financial Wealth Advisors's Sprott Physical Gold position peaked at $284K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.