Independent Advisor Alliance’s Sprott Physical Gold PHYS Stock Holding History

Independent Advisor Alliance’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	$511K	Sell	16,930 -27,835	-62%	-$950K	0.01%	660
2026 Q1	$1.59M	Buy	44,765 +26,635	+147%	+$985K	0.02%	633
2025 Q4	$599K	Sell	18,130 -500	-3%	-$15.8K	0.01%	599
2025 Q3	$552K	Buy	+18,630	New	+$495K	0.01%	592
2025 Q1	–	Sell	-12,388	Closed	-$249K	–	1206
2024 Q4	$249K	Buy	+12,388	New	+$255K	﹤0.01%	1207

Other funds holding PHYS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

Independent Advisor Alliance's PHYS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Sprott Physical Gold (PHYS) stake by 62% in Q2 2026, selling an estimated $950K and leaving 16,930 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #660.

Independent Advisor Alliance first reported a position in PHYS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.59M in Q1 2026. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Independent Advisor Alliance held 16,930 shares of Sprott Physical Gold worth $511K as of Q2 2026.
Independent Advisor Alliance sold 27,835 Sprott Physical Gold shares in Q2 2026, an estimated $950K.
Sprott Physical Gold made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #660 holding.
Independent Advisor Alliance first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 5 quarters since.
Independent Advisor Alliance's Sprott Physical Gold position peaked at $1.59M in Q1 2026.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.