EverSource Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

EverSource Wealth 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 Q1	$2.31M	Buy	65,201 +8,683	+15%	+$321K	0.07%	201
2025 Q4	$1.87M	Buy	56,518 +16,909	+43%	+$535K	0.07%	200
2025 Q3	$1.17M	Buy	39,609 +13,879	+54%	+$368K	0.05%	276
2025 Q2	$652K	Buy	25,730 +16,003	+165%	+$402K	0.03%	376
2025 Q1	$234K	Sell	9,727 -1,700	-15%	-$37.7K	0.01%	597
2024 Q4	$230K	Hold	11,427	–	–	0.01%	607
2024 Q3	$233K	Hold	11,427	–	–	0.01%	513
2024 Q2	$217K	Hold	11,427	–	–	0.01%	536
2024 Q1	$202K	Hold	11,427	–	–	0.02%	485
2023 Q4	$182K	Hold	11,427	–	–	0.02%	458
2023 Q3	$164K	Hold	11,427	–	–	0.02%	443
2023 Q2	$170K	Buy	11,427 +1,286	+13%	+$19.9K	0.02%	442
2023 Q1	$157K	Buy	10,141 +3,714	+58%	+$54.5K	0.02%	420
2022 Q4	$90.6K	Buy	+6,427	New	+$85.8K	0.01%	541

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 $5.08B AUM 25.65% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

EverSource Wealth Advisors's PHYS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Sprott Physical Gold (PHYS) stake by 15% in Q1 2026, buying an estimated $321K and bringing the position to 65,201 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #201.

EverSource Wealth Advisors first reported a position in PHYS in Q4 2022 and has held it in 14 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

EverSource Wealth Advisors held 65,201 shares of Sprott Physical Gold worth $2.31M as of Q1 2026.
EverSource Wealth Advisors bought 8,683 Sprott Physical Gold shares in Q1 2026, an estimated $321K.
Sprott Physical Gold made up 0.07% of EverSource Wealth Advisors's portfolio in Q1 2026, its #201 holding.
EverSource Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 14 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.