Evelyn Partners Investment Management (Europe)’s Sprott Physical Gold PHYS Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$115K	Hold	3,250	–	–	0.04%	105
2025 Q4	$107K	Hold	3,250	–	–	0.03%	112
2025 Q3	$96.3K	Hold	3,250	–	–	0.03%	103
2025 Q2	$82.4K	Hold	3,250	–	–	0.03%	111
2025 Q1	$78.2K	Hold	3,250	–	–	0.03%	113
2024 Q4	$65.5K	Buy	+3,250	New	+$66.8K	0.02%	115

Other funds holding PHYS

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 $5.53B AUM 28.94% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s PHYS Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 3,250 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #105.

Evelyn Partners Investment Management (Europe) first reported a position in PHYS in Q4 2024 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 3,250 shares of Sprott Physical Gold worth $115K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its Sprott Physical Gold share count unchanged in Q1 2026.
Sprott Physical Gold made up 0.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #105 holding.
Evelyn Partners Investment Management (Europe) first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 6 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.