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 $5.01B AUM 35.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 $957M AUM 44.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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. 556 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.
556 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.