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Guardian Wealth Advisors (North Carolina)’s Sprott Physical Gold PHYS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3M Sell
84,589
-8,614
-9% -$319K 0.19% 75
2025
Q4 		$3.08M Sell
93,203
-5,910
-6% -$187K 0.19% 78
2025
Q3 		$2.94M Buy
99,113
+3,083
+3% +$81.9K 0.19% 76
2025
Q2 		$2.43M Buy
96,030
+7,263
+8% +$183K 0.17% 83
2025
Q1 		$2.14M Sell
88,767
-1,656
-2% -$36.7K 0.17% 83
2024
Q4 		$1.82M Sell
90,423
-5,173
-5% -$106K 0.14% 92
2024
Q3 		$1.95M Buy
95,596
+1,131
+1% +$21.8K 0.21% 66
2024
Q2 		$1.71M Sell
94,465
-559
-0.6% -$10.1K 0.2% 69
2024
Q1 		$1.64M Sell
95,024
-275
-0.3% -$4.41K 0.2% 73
2023
Q4 		$1.52M Buy
95,299
+2,390
+3% +$36.7K 0.23% 63
2023
Q3 		$1.33M Buy
92,909
+1,277
+1% +$19.2K 0.23% 67
2023
Q2 		$1.37M Buy
91,632
+66,425
+264% +$1.03M 0.23% 57
2023
Q1 		$390K Buy
25,207
+797
+3% +$11.7K 0.07% 143
2022
Q4 		$344K Sell
24,410
-249
-1% -$3.32K 0.07% 140
2022
Q3 		$316K Sell
24,659
-71
-0.3% -$955 0.06% 143
2022
Q2 		$351K Buy
+24,730
New +$364K 0.06% 131

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 Wealth Advisors (North Carolina)'s PHYS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Sprott Physical Gold (PHYS) stake by 9.2% in Q1 2026, selling an estimated $319K and leaving 84,589 shares worth $3M. The position accounts for 0.19% of the portfolio, ranked #75.

Guardian Wealth Advisors (North Carolina) first reported a position in PHYS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.08M in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 84,589 shares of Sprott Physical Gold worth $3M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 8,614 Sprott Physical Gold shares in Q1 2026, an estimated $319K.
  • Sprott Physical Gold made up 0.19% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #75 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Sprott Physical Gold in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Sprott Physical Gold position peaked at $3.08M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.