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Avantax Planning Partners’s Sprott Physical Gold PHYS Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-6,658
Closed -$220K – 458
2025
Q4 		$220K Buy
+6,658
New +$211K 0.01% 405
2018
Q4 		– Sell
-5,535
Closed -$53K – 948
2018
Q3 		$53K Buy
+5,535
New +$54.1K ﹤0.01% 473
2018
Q2 		– Sell
-4,035
Closed -$43K – 1132
2018
Q1 		$43K Buy
+4,035
New +$43.7K ﹤0.01% 561

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Avantax Planning Partners's PHYS Position: Q1 2026 in Review

Avantax Planning Partners sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 6,658 shares — an estimated $220K sold.

Avantax Planning Partners first reported a position in PHYS in Q1 2018 and held it in 3 quarters. The position peaked at $220K in Q4 2025. 677 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Avantax Planning Partners reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 6,658 Sprott Physical Gold shares in Q1 2026, an estimated $220K.
  • Avantax Planning Partners first reported a position in Sprott Physical Gold in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Sprott Physical Gold position peaked at $220K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.