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 Q3	$1.38M	Buy	44,199 +6,353	+17%	+$205K	0.03%	298
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wedmont Private Capital's PHYS Position: Q3 2026 in Review

Wedmont Private Capital increased its Sprott Physical Gold (PHYS) stake by 17% in Q3 2026, buying an estimated $205K and bringing the position to 44,199 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #298.

Wedmont Private Capital first reported a position in PHYS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q3 2025. 35 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Wedmont Private Capital held 44,199 shares of Sprott Physical Gold worth $1.38M as of Q3 2026.
Wedmont Private Capital bought 6,353 Sprott Physical Gold shares in Q3 2026, an estimated $205K.
Sprott Physical Gold made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #298 holding.
Wedmont Private Capital first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 5 quarters since.
Wedmont Private Capital's Sprott Physical Gold position peaked at $1.82M in Q3 2025.
35 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.