Financial Gravity Asset Management’s Sprott Physical Gold PHYS Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-30	Closed	-$889	–	882
2025 Q3	$889	Buy	+30	New	+$796	﹤0.01%	812
2025 Q1	$722	Buy	+30	New	+$665	﹤0.01%	905
2024 Q2	–	Sell	-300	Closed	-$4.78K	–	1698
2024 Q1	$4.78K	Hold	300	–	–	﹤0.01%	579
2023 Q4	$4.78K	Buy	+300	New	+$4.61K	﹤0.01%	601

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 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

CTC

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

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 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 $20.2B AUM 29.18% 1-Year Est. Return

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

Financial Gravity Asset Management's PHYS Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Sprott Physical Gold (PHYS) in Q4 2025, closing a stake of 30 shares — an estimated $889 sold.

Financial Gravity Asset Management first reported a position in PHYS in Q4 2023 and held it in 4 quarters. The position peaked at $4.78K in Q1 2024. 642 funds tracked by Wall St. Rank hold PHYS as of Q4 2025.

Financial Gravity Asset Management reported no remaining Sprott Physical Gold position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 30 Sprott Physical Gold shares in Q4 2025, an estimated $889.
Financial Gravity Asset Management first reported a position in Sprott Physical Gold in Q4 2023 and held it in 4 quarters.
Financial Gravity Asset Management's Sprott Physical Gold position peaked at $4.78K in Q1 2024.
642 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.