Highland Investment Advisors LLC’s Sprott Physical Gold PHYS Stock Holding History

Highland Investment Advisors LLC’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	$660K	Buy	+21,860	New	+$746K	0.29%	37

Other funds holding PHYS

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Highland Investment Advisors LLC's PHYS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 21,860 shares worth $660K. The stake represents 0.29% of the portfolio and ranks #37 among its holdings.

546 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Highland Investment Advisors LLC held 21,860 shares of Sprott Physical Gold worth $660K as of Q2 2026.
Sprott Physical Gold was a new Highland Investment Advisors LLC position in Q2 2026.
Sprott Physical Gold made up 0.29% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #37 holding.
546 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.