FFA
PHYS icon

Farther Finance Advisors’s Sprott Physical Gold PHYS Stock Holding History

Farther Finance 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 		$11.2M Sell
359,695
-22,580
-6% -$728K 0.08% 217
2026
Q2 		$11.5M Buy
382,275
+3,397
+0.9% +$116K 0.09% 195
2026
Q1 		$13.7M Sell
378,878
-3,391
-0.9% -$125K 0.13% 135
2025
Q4 		$12.6M Buy
382,269
+1,994
+0.5% +$63.1K 0.14% 138
2025
Q3 		$11.3M Sell
380,275
-300
-0.1% -$7.96K 0.17% 104
2025
Q2 		$9.65M Buy
380,575
+205,733
+118% +$5.17M 0.19% 102
2025
Q1 		$4.22M Sell
174,842
-942
-0.5% -$20.9K 0.11% 180
2024
Q4 		$3.54M Buy
175,784
+143,749
+449% +$2.95M 0.13% 141
2024
Q3 		$653K Buy
32,035
+2,883
+10% +$55.5K 0.02% 491
2024
Q2 		$528K Buy
29,152
+24,666
+550% +$447K 0.03% 464
2024
Q1 		$78.4K Hold
4,486
– – ﹤0.01% 1031
2023
Q4 		$71.5K Buy
4,486
+3,958
+750% +$60.8K 0.01% 907
2023
Q3 		$7.56K Sell
528
-2,087
-80% -$31.3K ﹤0.01% 1380
2023
Q2 		$39K Buy
+2,615
New +$40.4K 0.01% 747

Other funds holding PHYS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's PHYS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Sprott Physical Gold (PHYS) stake by 5.9% in Q3 2026, selling an estimated $728K and leaving 359,695 shares worth $11.2M. The position accounts for 0.08% of the portfolio, ranked #217.

Farther Finance Advisors first reported a position in PHYS in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.7M in Q1 2026. 36 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Farther Finance Advisors held 359,695 shares of Sprott Physical Gold worth $11.2M as of Q3 2026.
  • Farther Finance Advisors sold 22,580 Sprott Physical Gold shares in Q3 2026, an estimated $728K.
  • Sprott Physical Gold made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #217 holding.
  • Farther Finance Advisors first reported a position in Sprott Physical Gold in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Sprott Physical Gold position peaked at $13.7M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.