Global Retirement Partners’s Sprott Physical Gold PHYS Stock Holding History

Global Retirement Partners’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	$55.2K	Buy	+1,829	New	+$62.4K	﹤0.01%	2455
2025 Q4	$36.4K	Hold	1,103	–	–	﹤0.01%	2542
2025 Q3	$32.7K	Hold	1,103	–	–	﹤0.01%	2138
2025 Q2	$28K	Buy	+1,103	New	+$27.7K	﹤0.01%	2098
2024 Q4	$22.2K	Buy	1,103 +720	+188%	+$14.8K	﹤0.01%	2031
2024 Q3	$7.81K	Hold	383	–	–	﹤0.01%	2389
2024 Q2	$6.92K	Buy	383 +280	+272%	+$5.08K	﹤0.01%	2461
2024 Q1	$1.78K	Buy	+103	New	+$1.65K	﹤0.01%	2789

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

Global Retirement Partners's PHYS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 1,829 shares worth $55.2K. The stake represents ﹤0.01% of the portfolio and ranks #2455 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PHYS as recently as Q4 2025.

Global Retirement Partners first reported a position in PHYS in Q1 2024 and has held it in 8 quarters since. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Global Retirement Partners held 1,829 shares of Sprott Physical Gold worth $55.2K as of Q2 2026.
Sprott Physical Gold was a new Global Retirement Partners position in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2455 holding.
Global Retirement Partners first reported a position in Sprott Physical Gold in Q1 2024 and has held it in 8 quarters since.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.