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Gladstone Institutional Advisory’s Sprott Physical Gold PHYS Stock Holding History

Gladstone Institutional Advisory’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 		$4.94M Sell
163,844
-7,278
-4% -$248K 0.16% 137
2026
Q1 		$6.06M Buy
+171,122
New +$6.33M 0.22% 97

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gladstone Institutional Advisory's PHYS Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Sprott Physical Gold (PHYS) stake by 4.3% in Q2 2026, selling an estimated $248K and leaving 163,844 shares worth $4.94M. The position accounts for 0.16% of the portfolio, ranked #137.

Gladstone Institutional Advisory first reported a position in PHYS in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.06M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Gladstone Institutional Advisory held 163,844 shares of Sprott Physical Gold worth $4.94M as of Q2 2026.
  • Gladstone Institutional Advisory sold 7,278 Sprott Physical Gold shares in Q2 2026, an estimated $248K.
  • Sprott Physical Gold made up 0.16% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #137 holding.
  • Gladstone Institutional Advisory first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 2 quarters since.
  • Gladstone Institutional Advisory's Sprott Physical Gold position peaked at $6.06M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.