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Forvis Mazars Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Forvis Mazars 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
Q1 		$266K Sell
7,492
-1,237
-14% -$45.8K 0.01% 372
2025
Q4 		$288K Buy
+8,729
New +$276K 0.01% 360

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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 $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PHYS Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Sprott Physical Gold (PHYS) stake by 14% in Q1 2026, selling an estimated $45.8K and leaving 7,492 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #372.

Forvis Mazars Wealth Advisors first reported a position in PHYS in Q4 2025 and has held it in 2 quarters since. The position peaked at $288K in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 7,492 shares of Sprott Physical Gold worth $266K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 1,237 Sprott Physical Gold shares in Q1 2026, an estimated $45.8K.
  • Sprott Physical Gold made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #372 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 2 quarters since.
  • Forvis Mazars Wealth Advisors's Sprott Physical Gold position peaked at $288K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.