WIC
PHYS icon

Woodmont Investment Counsel’s Sprott Physical Gold PHYS Stock Holding History

Woodmont Investment Counsel’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 		$243K Hold
8,050
– – 0.01% 265
2026
Q1 		$285K Buy
8,050
+366
+5% +$13.5K 0.02% 231
2025
Q4 		$254K Sell
7,684
-3,974
-34% -$126K 0.02% 235
2025
Q3 		$345K Hold
11,658
– – 0.02% 212
2025
Q2 		$296K Sell
11,658
-250
-2% -$6.28K 0.02% 242
2025
Q1 		$287K Buy
+11,908
New +$264K 0.02% 234

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Woodmont Investment Counsel's PHYS Position: Q2 2026 in Review

Woodmont Investment Counsel held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 8,050 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #265.

Woodmont Investment Counsel first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $345K in Q3 2025. 290 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Woodmont Investment Counsel held 8,050 shares of Sprott Physical Gold worth $243K as of Q2 2026.
  • Woodmont Investment Counsel left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.01% of Woodmont Investment Counsel's portfolio in Q2 2026, its #265 holding.
  • Woodmont Investment Counsel first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
  • Woodmont Investment Counsel's Sprott Physical Gold position peaked at $345K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.