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 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

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

Farther Finance Advisors's PHYS Position: Q2 2026 in Review

Farther Finance Advisors increased its Sprott Physical Gold (PHYS) stake by 0.9% in Q2 2026, buying an estimated $116K and bringing the position to 382,275 shares worth $11.5M. The position accounts for 0.09% of the portfolio, ranked #195.

Farther Finance Advisors first reported a position in PHYS in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.7M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Farther Finance Advisors held 382,275 shares of Sprott Physical Gold worth $11.5M as of Q2 2026.
Farther Finance Advisors bought 3,397 Sprott Physical Gold shares in Q2 2026, an estimated $116K.
Sprott Physical Gold made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #195 holding.
Farther Finance Advisors first reported a position in Sprott Physical Gold in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Sprott Physical Gold position peaked at $13.7M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.