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Trust Point Inc’s Sprott Physical Gold PHYS Stock Holding History

Trust Point Inc’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 		– Sell
-6,563
Closed -$233K – 548
2026
Q1 		$233K Sell
6,563
-550
-8% -$20.3K 0.02% 466
2025
Q4 		$235K Hold
7,113
– – 0.02% 430
2025
Q3 		$211K Buy
+7,113
New +$189K 0.02% 456

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Trust Point Inc's PHYS Position: Q2 2026 in Review

Trust Point Inc sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 6,563 shares — an estimated $233K sold.

Trust Point Inc first reported a position in PHYS in Q3 2025 and held it in 3 quarters. The position peaked at $235K in Q4 2025. 220 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Trust Point Inc reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 6,563 Sprott Physical Gold shares in Q2 2026, an estimated $233K.
  • Trust Point Inc first reported a position in Sprott Physical Gold in Q3 2025 and held it in 3 quarters.
  • Trust Point Inc's Sprott Physical Gold position peaked at $235K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.