Ameritas Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Ameritas Advisory Services’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	$10.1M	Buy	335,233 +152,989	+84%	+$5.22M	0.2%	99
2026 Q1	$6.46M	Sell	182,244 -20,860	-10%	-$772K	0.25%	93
2025 Q4	$6.71M	Sell	203,104 -114,798	-36%	-$3.63M	0.25%	91
2025 Q3	$9.42M	Buy	317,902 +162,311	+104%	+$4.31M	0.62%	32
2025 Q2	$3.94M	Sell	155,591 -121,880	-44%	-$3.06M	0.21%	107
2025 Q1	$5.6M	Sell	277,471 -39,291	-12%	-$871K	0.23%	99
2024 Q4	$6.38M	Buy	316,762 +68,625	+28%	+$1.41M	0.22%	92
2024 Q3	$5.06M	Sell	248,137 -8,715	-3%	-$168K	0.22%	112
2024 Q2	$4.64M	Buy	256,852 +14,675	+6%	+$266K	0.17%	113
2024 Q1	$4.32M	Buy	242,177 +213,494	+744%	+$3.42M	0.18%	114
2023 Q4	$449K	Sell	28,683 -149,624	-84%	-$2.3M	0.02%	452
2023 Q3	$2.69M	Buy	178,307 +14,079	+9%	+$211K	0.13%	159
2023 Q2	$2.46M	Buy	164,228 +21,845	+15%	+$337K	0.32%	71
2023 Q1	$2.2M	Sell	142,383 -799	-0.6%	-$11.7K	0.11%	177
2022 Q4	$2.02M	Buy	143,182 +6,473	+5%	+$86.4K	0.09%	219
2022 Q3	$1.75M	Sell	136,709 -220	-0.2%	-$2.96K	0.1%	190
2022 Q2	$1.94M	Buy	136,929 +123,707	+936%	+$1.82M	0.11%	181
2022 Q1	$203K	Buy	+13,222	New	+$196K	0.01%	797

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

Ameritas Advisory Services's PHYS Position: Q2 2026 in Review

Ameritas Advisory Services increased its Sprott Physical Gold (PHYS) stake by 84% in Q2 2026, buying an estimated $5.22M and bringing the position to 335,233 shares worth $10.1M. The position accounts for 0.2% of the portfolio, ranked #99.

Ameritas Advisory Services first reported a position in PHYS in Q1 2022 and has held it in 18 quarters since. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Ameritas Advisory Services held 335,233 shares of Sprott Physical Gold worth $10.1M as of Q2 2026.
Ameritas Advisory Services bought 152,989 Sprott Physical Gold shares in Q2 2026, an estimated $5.22M.
Sprott Physical Gold made up 0.2% of Ameritas Advisory Services's portfolio in Q2 2026, its #99 holding.
Ameritas Advisory Services first reported a position in Sprott Physical Gold in Q1 2022 and has held it in 18 quarters since.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.