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

VanWeelden 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	$1.9M	Buy	53,726 +2,461	+5%	+$91K	1.52%	18
2025 Q4	$1.69M	Sell	51,265 -500	-1%	-$15.8K	1.33%	11
2025 Q3	$1.53M	Buy	+51,765	New	+$1.37M	1.26%	11
2025 Q1	$1.25M	Buy	52,035 +4,730	+10%	+$105K	1.11%	10
2024 Q4	$953K	Buy	+47,305	New	+$972K	0.86%	13
2024 Q2	$826K	Buy	+32,591	New	+$591K	0.71%	12

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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 $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

VanWeelden Wealth Management increased its Sprott Physical Gold (PHYS) stake by 4.8% in Q1 2026, buying an estimated $91K and bringing the position to 53,726 shares worth $1.9M. The position accounts for 1.52% of the portfolio, ranked #18.

VanWeelden Wealth Management first reported a position in PHYS in Q2 2024 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

VanWeelden Wealth Management held 53,726 shares of Sprott Physical Gold worth $1.9M as of Q1 2026.
VanWeelden Wealth Management bought 2,461 Sprott Physical Gold shares in Q1 2026, an estimated $91K.
Sprott Physical Gold made up 1.52% of VanWeelden Wealth Management's portfolio in Q1 2026, its #18 holding.
VanWeelden Wealth Management first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 6 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.