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Columbia Advisory Partners’s Sprott Physical Gold PHYS Stock Holding History

Columbia Advisory 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
Q2 		$1.09M Sell
36,229
-879
-2% -$30K 0.6% 37
2026
Q1 		$1.32M Buy
37,108
+2,131
+6% +$78.8K 0.84% 32
2025
Q4 		$1.15M Sell
34,977
-18,498
-35% -$586K 0.79% 26
2025
Q3 		$1.58M Sell
53,475
-3,085
-5% -$81.9K 1.1% 17
2025
Q2 		$1.43M Sell
56,560
-4,407
-7% -$111K 1.09% 18
2025
Q1 		$1.47M Buy
60,967
+47,995
+370% +$1.06M 1.27% 20
2024
Q4 		$261K Sell
12,972
-8,467
-39% -$174K 0.24% 56
2024
Q3 		$437K Sell
21,439
-9,523
-31% -$183K 0.41% 29
2024
Q2 		$559K Buy
+30,962
New +$562K 0.55% 26

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Columbia Advisory Partners's PHYS Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Sprott Physical Gold (PHYS) stake by 2.4% in Q2 2026, selling an estimated $30K and leaving 36,229 shares worth $1.09M. The position accounts for 0.6% of the portfolio, ranked #37.

Columbia Advisory Partners first reported a position in PHYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q3 2025. 247 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Columbia Advisory Partners held 36,229 shares of Sprott Physical Gold worth $1.09M as of Q2 2026.
  • Columbia Advisory Partners sold 879 Sprott Physical Gold shares in Q2 2026, an estimated $30K.
  • Sprott Physical Gold made up 0.6% of Columbia Advisory Partners's portfolio in Q2 2026, its #37 holding.
  • Columbia Advisory Partners first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 9 quarters since.
  • Columbia Advisory Partners's Sprott Physical Gold position peaked at $1.58M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.