Foundations Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

Foundations Investment 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	$8.33M	Buy	276,021 +247,898	+881%	+$8.46M	0.09%	187
2026 Q1	$997K	Sell	28,123 -4,090	-13%	-$151K	0.01%	521
2025 Q4	$1.06M	Buy	32,213 +3,200	+11%	+$101K	0.01%	499
2025 Q3	$859K	Sell	29,013 -4,341	-13%	-$115K	0.01%	505
2025 Q2	$846K	Buy	33,354 +791	+2%	+$19.9K	0.01%	470
2025 Q1	$783K	Buy	32,563 +5,302	+19%	+$118K	0.01%	461
2024 Q4	$549K	Buy	27,261 +7,179	+36%	+$148K	0.01%	522
2024 Q3	$409K	Buy	20,082 +917	+5%	+$17.6K	0.01%	562
2024 Q2	$346K	Sell	19,165 -419	-2%	-$7.6K	0.01%	576
2024 Q1	$339K	Buy	19,584 +519	+3%	+$8.32K	0.01%	552
2023 Q4	$303K	Buy	+19,065	New	+$293K	0.01%	548

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

Foundations Investment Advisors's PHYS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Sprott Physical Gold (PHYS) stake by 881% in Q2 2026, buying an estimated $8.46M and bringing the position to 276,021 shares worth $8.33M. The position accounts for 0.09% of the portfolio, ranked #187.

Foundations Investment Advisors first reported a position in PHYS in Q4 2023 and has held it in 11 quarters since. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Foundations Investment Advisors held 276,021 shares of Sprott Physical Gold worth $8.33M as of Q2 2026.
Foundations Investment Advisors bought 247,898 Sprott Physical Gold shares in Q2 2026, an estimated $8.46M.
Sprott Physical Gold made up 0.09% of Foundations Investment Advisors's portfolio in Q2 2026, its #187 holding.
Foundations Investment Advisors first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 11 quarters since.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.