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HC Advisors’s Sprott Physical Gold PHYS Stock Holding History

HC Advisors’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 		$2.68M Buy
75,529
+4,026
+6% +$149K 1.79% 18
2025
Q4 		$2.36M Buy
71,503
+625
+0.9% +$19.8K 1.63% 18
2025
Q3 		$2.1M Sell
70,878
-328
-0.5% -$8.71K 1.48% 18
2025
Q2 		$1.81M Hold
71,206
– – 1.27% 20
2025
Q1 		$1.71M Hold
71,206
– – 1.28% 19
2024
Q4 		$1.43M Sell
71,206
-2,455
-3% -$50.5K 1.15% 18
2024
Q3 		$1.5M Sell
73,661
-3,021
-4% -$58.1K 1.23% 17
2024
Q2 		$1.38M Buy
76,682
+460
+0.6% +$8.34K 1.28% 17
2024
Q1 		$1.32M Sell
76,222
-11,200
-13% -$180K 0.63% 33
2023
Q4 		$1.39M Sell
87,422
-5,000
-5% -$76.8K 0.78% 30
2023
Q3 		$1.32M Buy
92,422
+1,500
+2% +$22.5K 0.79% 28
2023
Q2 		$1.36M Hold
90,922
– – 0.79% 28
2023
Q1 		$1.41M Hold
90,922
– – 0.87% 27
2022
Q4 		$1.28M Sell
90,922
-10,357
-10% -$138K 0.88% 26
2022
Q3 		$1.3M Buy
101,279
+303
+0.3% +$4.08K 0.89% 29
2022
Q2 		$1.43M Buy
100,976
+1,500
+2% +$22.1K 1.02% 25
2022
Q1 		$1.53M Buy
99,476
+22,843
+30% +$339K 0.97% 26
2021
Q4 		$1.1M Buy
76,633
+10,948
+17% +$155K 0.68% 31
2021
Q3 		$906K Sell
65,685
-2,326
-3% -$32.9K 0.59% 33
2021
Q2 		$954K Buy
68,011
+975
+1% +$14K 0.59% 30
2021
Q1 		$899K Buy
67,036
+1,210
+2% +$17.2K 0.58% 30
2020
Q4 		$993K Buy
65,826
+300
+0.5% +$4.46K 0.68% 24
2020
Q3 		$986K Buy
65,526
+4,678
+8% +$71.4K 0.8% 22
2020
Q2 		$871K Buy
+60,848
New +$839K 0.72% 29

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 $44.6B AUM 28.94% 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

HC Advisors's PHYS Position: Q1 2026 in Review

HC Advisors increased its Sprott Physical Gold (PHYS) stake by 5.6% in Q1 2026, buying an estimated $149K and bringing the position to 75,529 shares worth $2.68M. The position accounts for 1.79% of the portfolio, ranked #18.

HC Advisors first reported a position in PHYS in Q2 2020 and has held it in 24 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • HC Advisors held 75,529 shares of Sprott Physical Gold worth $2.68M as of Q1 2026.
  • HC Advisors bought 4,026 Sprott Physical Gold shares in Q1 2026, an estimated $149K.
  • Sprott Physical Gold made up 1.79% of HC Advisors's portfolio in Q1 2026, its #18 holding.
  • HC Advisors first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 24 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.