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

TCFG 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 		$217K Hold
6,125
– – 0.08% 249
2025
Q4 		$202K Buy
+6,125
New +$194K 0.08% 257

Other funds holding PHYS

Royal Bank of Canada
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

TCFG Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 6,125 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #249.

TCFG Wealth Management first reported a position in PHYS in Q4 2025 and has held it in 2 quarters since. 677 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • TCFG Wealth Management held 6,125 shares of Sprott Physical Gold worth $217K as of Q1 2026.
  • TCFG Wealth Management left its Sprott Physical Gold share count unchanged in Q1 2026.
  • Sprott Physical Gold made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #249 holding.
  • TCFG Wealth Management first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 2 quarters since.
  • 677 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.