Financial Advocates Investment Management’s Sprott Physical Gold PHYS Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-73,199	Closed	-$1.86M	–	432
2025 Q2	$1.86M	Buy	73,199 +37,684	+106%	+$947K	0.15%	139
2025 Q1	$854K	Sell	35,515 -700	-2%	-$15.5K	0.06%	312
2024 Q4	$729K	Sell	36,215 -4,620	-11%	-$95K	0.04%	365
2024 Q3	$832K	Hold	40,835	–	–	0.05%	339
2024 Q2	$737K	Buy	40,835 +4,100	+11%	+$74.4K	0.05%	354
2024 Q1	$636K	Buy	36,735 +2,300	+7%	+$36.9K	0.04%	408
2023 Q4	$549K	Sell	34,435 -500	-1%	-$7.68K	0.04%	413
2023 Q3	$500K	Hold	34,935	–	–	0.04%	414
2023 Q2	$521K	Buy	34,935 +300	+0.9%	+$4.63K	0.04%	390
2023 Q1	$535K	Sell	34,635 -3,330	-9%	-$48.8K	0.04%	414
2022 Q4	$535K	Buy	37,965 +21,795	+135%	+$291K	0.04%	434
2022 Q3	$486K	Buy	+16,170	New	+$218K	0.04%	423
2018 Q1	–	Sell	-1,000	Closed	-$11K	–	523
2017 Q4	$11K	Buy	+1,000	New	+$10.4K	﹤0.01%	489

Other funds holding PHYS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PHS

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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

Financial Advocates Investment Management's PHYS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Sprott Physical Gold (PHYS) in Q3 2025, closing a stake of 73,199 shares — an estimated $1.86M sold.

Financial Advocates Investment Management first reported a position in PHYS in Q4 2017 and held it in 13 quarters. The position peaked at $1.86M in Q2 2025. 581 funds tracked by Wall St. Rank hold PHYS as of Q3 2025.

Financial Advocates Investment Management reported no remaining Sprott Physical Gold position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 73,199 Sprott Physical Gold shares in Q3 2025, an estimated $1.86M.
Financial Advocates Investment Management first reported a position in Sprott Physical Gold in Q4 2017 and held it in 13 quarters.
Financial Advocates Investment Management's Sprott Physical Gold position peaked at $1.86M in Q2 2025.
581 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.