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Guardian Partners’s Sprott Physical Gold PHYS Stock Holding History

Guardian 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
Q1 		$3.02M Buy
85,261
+261
+0.3% +$9.65K 0.25% 74
2025
Q4 		$3.16M Buy
+85,000
New +$2.69M 0.25% 78

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

Guardian Partners's PHYS Position: Q1 2026 in Review

Guardian Partners increased its Sprott Physical Gold (PHYS) stake by 0.31% in Q1 2026, buying an estimated $9.65K and bringing the position to 85,261 shares worth $3.02M. The position accounts for 0.25% of the portfolio, ranked #74.

Guardian Partners first reported a position in PHYS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.16M in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Guardian Partners held 85,261 shares of Sprott Physical Gold worth $3.02M as of Q1 2026.
  • Guardian Partners bought 261 Sprott Physical Gold shares in Q1 2026, an estimated $9.65K.
  • Sprott Physical Gold made up 0.25% of Guardian Partners's portfolio in Q1 2026, its #74 holding.
  • Guardian Partners first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 2 quarters since.
  • Guardian Partners's Sprott Physical Gold position peaked at $3.16M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.