180 Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

180 Wealth Advisors’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	$1.22M	Buy	40,396 +12,035	+42%	+$411K	0.12%	181
2026 Q1	$1.01M	Buy	28,361 +12,006	+73%	+$444K	0.11%	192
2025 Q4	$540K	Buy	+16,355	New	+$518K	0.06%	262

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

180 Wealth Advisors's PHYS Position: Q2 2026 in Review

180 Wealth Advisors increased its Sprott Physical Gold (PHYS) stake by 42% in Q2 2026, buying an estimated $411K and bringing the position to 40,396 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #181.

180 Wealth Advisors first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

180 Wealth Advisors held 40,396 shares of Sprott Physical Gold worth $1.22M as of Q2 2026.
180 Wealth Advisors bought 12,035 Sprott Physical Gold shares in Q2 2026, an estimated $411K.
Sprott Physical Gold made up 0.12% of 180 Wealth Advisors's portfolio in Q2 2026, its #181 holding.
180 Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.