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Triumph Capital Management’s Sprott Physical Gold PHYS Stock Holding History

Triumph Capital 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
Q2 		$1.51K Hold
50
– – ﹤0.01% 1608
2026
Q1 		$1.77K Hold
50
– – ﹤0.01% 1550
2025
Q4 		$1.65K Buy
+50
New +$1.58K ﹤0.01% 1497

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Triumph Capital Management's PHYS Position: Q2 2026 in Review

Triumph Capital Management held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 50 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Triumph Capital Management first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77K in Q1 2026. 140 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Triumph Capital Management held 50 shares of Sprott Physical Gold worth $1.51K as of Q2 2026.
  • Triumph Capital Management left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1608 holding.
  • Triumph Capital Management first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Sprott Physical Gold position peaked at $1.77K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.