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 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 $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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Independent Advisor Alliance's PHYS Position: Q1 2026 in Review

Independent Advisor Alliance increased its Sprott Physical Gold (PHYS) stake by 147% in Q1 2026, buying an estimated $985K and bringing the position to 44,765 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #633.

Independent Advisor Alliance first reported a position in PHYS in Q4 2024 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Independent Advisor Alliance held 44,765 shares of Sprott Physical Gold worth $1.59M as of Q1 2026.
Independent Advisor Alliance bought 26,635 Sprott Physical Gold shares in Q1 2026, an estimated $985K.
Sprott Physical Gold made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #633 holding.
Independent Advisor Alliance first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 4 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.