HBW
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Hazlett, Burt & Watson’s Sprott Physical Gold PHYS Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-84
Closed -$3K – 948
2025
Q4 		$3K Buy
+84
New +$2.66K ﹤0.01% 839

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 $43.3B AUM 29.3% 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

Hazlett, Burt & Watson's PHYS Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 84 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in PHYS in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 84 Sprott Physical Gold shares in Q1 2026, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in Sprott Physical Gold in Q4 2025 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Sprott Physical Gold position peaked at $3K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.