Wedmont Private Capital’s Sprott Physical Gold PHYS Stock Holding History

Wedmont Private Capital’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	$1.17M	Hold	37,846	–	–	0.03%	309
2026 Q1	$1.35M	Sell	37,846 -9,967	-21%	-$369K	0.04%	244
2025 Q4	$1.63M	Sell	47,813 -12,000	-20%	-$380K	0.06%	191
2025 Q3	$1.82M	Buy	+59,813	New	+$1.59M	0.07%	176

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

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

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

Wedmont Private Capital's PHYS Position: Q2 2026 in Review

Wedmont Private Capital held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 37,846 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #309.

Wedmont Private Capital first reported a position in PHYS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q3 2025. 94 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Wedmont Private Capital held 37,846 shares of Sprott Physical Gold worth $1.17M as of Q2 2026.
Wedmont Private Capital left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #309 holding.
Wedmont Private Capital first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 4 quarters since.
Wedmont Private Capital's Sprott Physical Gold position peaked at $1.82M in Q3 2025.
94 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.