Toth Financial Advisory’s Sprott Physical Gold PHYS Stock Holding History

Toth Financial Advisory’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	$27.2K	Hold	903	–	–	﹤0.01%	464
2026 Q1	$32K	Hold	903	–	–	﹤0.01%	421
2025 Q4	$29.8K	Hold	903	–	–	﹤0.01%	424
2025 Q3	$26.7K	Hold	903	–	–	﹤0.01%	437
2025 Q2	$22.9K	Buy	+903	New	+$22.7K	﹤0.01%	416
2022 Q3	–	Sell	-100	Closed	-$1K	–	781
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	662
2022 Q1	$2K	Buy	+100	New	+$1.48K	﹤0.01%	635
2020 Q4	–	Sell	-100	Closed	-$2K	–	623
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	492
2020 Q2	$1K	Buy	+100	New	+$1.38K	﹤0.01%	515
2018 Q3	–	Sell	-200	Closed	-$2K	–	457
2018 Q2	$2K	Buy	+200	New	+$2.12K	﹤0.01%	398

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

Toth Financial Advisory's PHYS Position: Q2 2026 in Review

Toth Financial Advisory held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 903 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Toth Financial Advisory first reported a position in PHYS in Q2 2018 and has held it in 10 quarters since. The position peaked at $32K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Toth Financial Advisory held 903 shares of Sprott Physical Gold worth $27.2K as of Q2 2026.
Toth Financial Advisory left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #464 holding.
Toth Financial Advisory first reported a position in Sprott Physical Gold in Q2 2018 and has held it in 10 quarters since.
Toth Financial Advisory's Sprott Physical Gold position peaked at $32K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.