Elevate Capital Advisors’s Sprott Physical Gold PHYS Stock Holding History

Elevate Capital Advisors’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 Q3	$8M	Buy	255,885 +14,502	+6%	+$468K	4.59%	5
2026 Q2	$7.28M	Buy	241,383 +13,986	+6%	+$477K	4%	5
2026 Q1	$8.06M	Buy	227,397 +20,731	+10%	+$767K	5.21%	3
2025 Q4	$6.82M	Buy	206,666 +3,555	+2%	+$113K	4.51%	2
2025 Q3	$6.02M	Buy	203,111 +5,903	+3%	+$157K	4.19%	2
2025 Q2	$5M	Sell	197,208 -4,985	-2%	-$125K	3.98%	1
2025 Q1	$4.86M	Sell	202,193 -17,644	-8%	-$391K	4.5%	2
2024 Q4	$4.43M	Buy	+219,837	New	+$4.52M	3.9%	5

Other funds holding PHYS

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elevate Capital Advisors's PHYS Position: Q3 2026 in Review

Elevate Capital Advisors increased its Sprott Physical Gold (PHYS) stake by 6% in Q3 2026, buying an estimated $468K and bringing the position to 255,885 shares worth $8M. The position accounts for 4.59% of the portfolio, ranked #5.

Elevate Capital Advisors first reported a position in PHYS in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.06M in Q1 2026. 439 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Elevate Capital Advisors held 255,885 shares of Sprott Physical Gold worth $8M as of Q3 2026.
Elevate Capital Advisors bought 14,502 Sprott Physical Gold shares in Q3 2026, an estimated $468K.
Sprott Physical Gold made up 4.59% of Elevate Capital Advisors's portfolio in Q3 2026, its #5 holding.
Elevate Capital Advisors first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 8 quarters since.
Elevate Capital Advisors's Sprott Physical Gold position peaked at $8.06M in Q1 2026.
439 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Elevate Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.