Wealth Enhancement Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Wealth Enhancement Advisory Services’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	$20.5M	Sell	662,675 -449,335	-40%	-$15.3M	0.03%	436
2026 Q1	$39.4M	Sell	1,112,010 -59,441	-5%	-$2.2M	0.08%	233
2025 Q4	$40.2M	Sell	1,171,451 -27,179	-2%	-$860K	0.05%	304
2025 Q3	$36.5M	Buy	1,198,630 +35,989	+3%	+$955K	0.06%	300
2025 Q2	$29.7M	Sell	1,162,641 -9,743	-0.8%	-$245K	0.05%	318
2025 Q1	$28.2M	Buy	1,172,384 +665,199	+131%	+$14.7M	0.05%	319
2024 Q4	$10.2M	Buy	507,185 +138,653	+38%	+$2.85M	0.02%	543
2024 Q3	$7.51M	Buy	368,532 +95,067	+35%	+$1.83M	0.02%	602
2024 Q2	$4.94M	Buy	273,465 +77,708	+40%	+$1.41M	0.01%	695
2024 Q1	$3.39M	Sell	195,757 -32,183	-14%	-$516K	0.01%	777
2023 Q4	$3.63M	Buy	227,940 +52,544	+30%	+$808K	0.01%	698
2023 Q3	$2.51M	Buy	+175,396	New	+$2.63M	0.01%	782

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

Wealth Enhancement Advisory Services's PHYS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Sprott Physical Gold (PHYS) stake by 40% in Q2 2026, selling an estimated $15.3M and leaving 662,675 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #436.

Wealth Enhancement Advisory Services first reported a position in PHYS in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.2M in Q4 2025. 100 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Wealth Enhancement Advisory Services held 662,675 shares of Sprott Physical Gold worth $20.5M as of Q2 2026.
Wealth Enhancement Advisory Services sold 449,335 Sprott Physical Gold shares in Q2 2026, an estimated $15.3M.
Sprott Physical Gold made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #436 holding.
Wealth Enhancement Advisory Services first reported a position in Sprott Physical Gold in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Sprott Physical Gold position peaked at $40.2M in Q4 2025.
100 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.