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Alliance Wealth Advisors (Utah)’s Sprott Physical Gold PHYS Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q2 		– Sell
-15,410
Closed -$371K – 283
2025
Q1 		$371K Hold
15,410
– – 0.1% 191
2024
Q4 		$310K Sell
15,410
-50
-0.3% -$1.03K 0.08% 212
2024
Q3 		$315K Sell
15,460
-20
-0.1% -$385 0.08% 205
2024
Q2 		$280K Buy
+15,480
New +$281K 0.08% 198

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s PHYS Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Sprott Physical Gold (PHYS) in Q2 2025, closing a stake of 15,410 shares — an estimated $371K sold.

Alliance Wealth Advisors (Utah) first reported a position in PHYS in Q2 2024 and held it in 4 quarters. The position peaked at $371K in Q1 2025. 558 funds tracked by Wall St. Rank hold PHYS as of Q2 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Sprott Physical Gold position as of Q2 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 15,410 Sprott Physical Gold shares in Q2 2025, an estimated $371K.
  • Alliance Wealth Advisors (Utah) first reported a position in Sprott Physical Gold in Q2 2024 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s Sprott Physical Gold position peaked at $371K in Q1 2025.
  • 558 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.