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 Q2	$2.49M	Buy	82,485 +17,284	+27%	+$590K	0.08%	191
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 $672B AUM 33.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EverSource Wealth Advisors's PHYS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Sprott Physical Gold (PHYS) stake by 27% in Q2 2026, buying an estimated $590K and bringing the position to 82,485 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #191.

EverSource Wealth Advisors first reported a position in PHYS in Q4 2022 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

EverSource Wealth Advisors held 82,485 shares of Sprott Physical Gold worth $2.49M as of Q2 2026.
EverSource Wealth Advisors bought 17,284 Sprott Physical Gold shares in Q2 2026, an estimated $590K.
Sprott Physical Gold made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #191 holding.
EverSource Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 15 quarters since.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.