Wealthcare Advisory Partners’s Sprott Physical Gold PHYS Stock Holding History

Wealthcare Advisory Partners’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	$16.5M	Buy	545,634 +6,593	+1%	+$225K	0.31%	65
2026 Q1	$19.1M	Buy	539,041 +32,560	+6%	+$1.2M	0.37%	54
2025 Q4	$16.7M	Buy	506,481 +955	+0.2%	+$30.2K	0.33%	60
2025 Q3	$15M	Buy	505,526 +17,368	+4%	+$461K	0.31%	69
2025 Q2	$12.4M	Sell	488,158 -53,546	-10%	-$1.35M	0.28%	70
2025 Q1	$13M	Buy	541,704 +418,273	+339%	+$9.27M	0.35%	60
2024 Q4	$2.49M	Sell	123,431 -3,923	-3%	-$80.6K	0.07%	231
2024 Q3	$2.6M	Buy	127,354 +7,879	+7%	+$152K	0.07%	228
2024 Q2	$2.16M	Buy	119,475 +1,909	+2%	+$34.6K	0.07%	225
2024 Q1	$2.03M	Buy	117,566 +528	+0.5%	+$8.47K	0.07%	230
2023 Q4	$1.86M	Buy	117,038 +3,733	+3%	+$57.4K	0.07%	213
2023 Q3	$1.62M	Buy	113,305 +12,243	+12%	+$184K	0.07%	203
2023 Q2	$1.51M	Sell	101,062 -2,028	-2%	-$31.3K	0.07%	219
2023 Q1	$1.59M	Buy	103,090 +1,762	+2%	+$25.8K	0.07%	212
2022 Q4	$1.43M	Sell	101,328 -1,776	-2%	-$23.7K	0.07%	214
2022 Q3	$1.32M	Buy	103,104 +1,346	+1%	+$18.1K	0.08%	196
2022 Q2	$1.44M	Buy	101,758 +83,214	+449%	+$1.23M	0.09%	154
2022 Q1	$285K	Buy	18,544 +131	+0.7%	+$1.94K	0.02%	430
2021 Q4	$264K	Buy	18,413 +6,072	+49%	+$85.8K	0.02%	477
2021 Q3	$170K	Buy	+12,341	New	+$175K	0.01%	527
2021 Q2	–	Sell	-310	Closed	-$4K	–	1487
2021 Q1	$4K	Buy	+310	New	+$4.39K	﹤0.01%	1723
2020 Q2	–	Sell	-310	Closed	-$4K	–	1072
2020 Q1	$4K	Hold	310	–	–	﹤0.01%	1172
2019 Q4	$4K	Hold	310	–	–	﹤0.01%	1161
2019 Q3	$4K	Hold	310	–	–	﹤0.01%	1117
2019 Q2	$4K	Hold	310	–	–	﹤0.01%	1107
2019 Q1	$3K	Hold	310	–	–	﹤0.01%	1056
2018 Q4	$3K	Hold	310	–	–	﹤0.01%	1035
2018 Q3	$3K	Hold	310	–	–	﹤0.01%	1084
2018 Q2	$3K	Hold	310	–	–	﹤0.01%	1082
2018 Q1	$3K	Hold	310	–	–	﹤0.01%	930
2017 Q4	$3K	Hold	310	–	–	﹤0.01%	887
2017 Q3	$3K	Buy	+310	New	+$3.23K	﹤0.01%	735
2017 Q1	–	Sell	-310	Closed	-$3K	–	133
2016 Q4	$3K	Buy	+310	New	+$3.11K	﹤0.01%	94

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's PHYS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Sprott Physical Gold (PHYS) stake by 1.2% in Q2 2026, buying an estimated $225K and bringing the position to 545,634 shares worth $16.5M. The position accounts for 0.31% of the portfolio, ranked #65.

Wealthcare Advisory Partners first reported a position in PHYS in Q4 2016 and has held it in 33 quarters since. The position peaked at $19.1M in Q1 2026. 100 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Wealthcare Advisory Partners held 545,634 shares of Sprott Physical Gold worth $16.5M as of Q2 2026.
Wealthcare Advisory Partners bought 6,593 Sprott Physical Gold shares in Q2 2026, an estimated $225K.
Sprott Physical Gold made up 0.31% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #65 holding.
Wealthcare Advisory Partners first reported a position in Sprott Physical Gold in Q4 2016 and has held it in 33 quarters since.
Wealthcare Advisory Partners's Sprott Physical Gold position peaked at $19.1M in Q1 2026.
100 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.