Cerity Partners
PHYS icon

Cerity Partners’s Sprott Physical Gold PHYS Stock Holding History

Cerity 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 		$2.64M Sell
74,332
-10,550
-12% -$390K ﹤0.01% 1328
2025
Q4 		$2.81M Sell
84,882
-423,440
-83% -$13.4M ﹤0.01% 1220
2025
Q3 		$15.1M Buy
508,322
+430,358
+552% +$11.4M 0.02% 447
2025
Q2 		$1.98M Buy
77,964
+9,585
+14% +$241K ﹤0.01% 1223
2025
Q1 		$1.65M Buy
68,379
+24,380
+55% +$541K ﹤0.01% 1210
2024
Q4 		$886K Buy
43,999
+345
+0.8% +$7.09K ﹤0.01% 1475
2024
Q3 		$890K Buy
43,654
+1,950
+5% +$37.5K ﹤0.01% 1459
2024
Q2 		$753K Sell
41,704
-718
-2% -$13K ﹤0.01% 1352
2024
Q1 		$745K Sell
42,422
-2,435
-5% -$39K ﹤0.01% 1416
2023
Q4 		$715K Buy
44,857
+3,020
+7% +$46.4K ﹤0.01% 1119
2023
Q3 		$599K Buy
41,837
+1,042
+3% +$15.6K ﹤0.01% 912
2023
Q2 		$609K Buy
40,795
+17,300
+74% +$267K ﹤0.01% 1097
2023
Q1 		$364K Buy
23,495
+2,525
+12% +$37K ﹤0.01% 1445
2022
Q4 		$296K Buy
20,970
+6,370
+44% +$85K ﹤0.01% 1145
2022
Q3 		$187K Hold
14,600
– – ﹤0.01% 1064
2022
Q2 		$207K Buy
+14,600
New +$215K ﹤0.01% 1068

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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 $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Cerity Partners's PHYS Position: Q1 2026 in Review

Cerity Partners reduced its Sprott Physical Gold (PHYS) stake by 12% in Q1 2026, selling an estimated $390K and leaving 74,332 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Cerity Partners first reported a position in PHYS in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.1M in Q3 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Cerity Partners held 74,332 shares of Sprott Physical Gold worth $2.64M as of Q1 2026.
  • Cerity Partners sold 10,550 Sprott Physical Gold shares in Q1 2026, an estimated $390K.
  • Sprott Physical Gold made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1328 holding.
  • Cerity Partners first reported a position in Sprott Physical Gold in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's Sprott Physical Gold position peaked at $15.1M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.