Allied Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

Allied Private Wealth’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	$327K	Buy	+10,654	New	+$364K	0.21%	88

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return