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Heritage Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Heritage Wealth 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
Q2 		$142M Sell
4,706,640
-87,815
-2% -$3M 4.87% 4
2026
Q1 		$170M Sell
4,794,455
-344,117
-7% -$12.7M 6.64% 4
2025
Q4 		$170M Buy
+5,138,572
New +$163M 6.48% 3

Other funds holding PHYS

Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 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 $65.5B AUM 24.25% 1-Year Est. Return

Heritage Wealth Advisors's PHYS Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Sprott Physical Gold (PHYS) stake by 1.8% in Q2 2026, selling an estimated $3M and leaving 4,706,640 shares worth $142M. The position accounts for 4.87% of the portfolio, ranked #4.

Heritage Wealth Advisors first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $170M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Heritage Wealth Advisors held 4,706,640 shares of Sprott Physical Gold worth $142M as of Q2 2026.
  • Heritage Wealth Advisors sold 87,815 Sprott Physical Gold shares in Q2 2026, an estimated $3M.
  • Sprott Physical Gold made up 4.87% of Heritage Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Heritage Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's Sprott Physical Gold position peaked at $170M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.