LA
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LexAurum Advisors’s Sprott Physical Gold PHYS Stock Holding History

LexAurum 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 		$5.13M Sell
170,117
-175,167
-51% -$5.98M 0.59% 43
2026
Q1 		$12.2M Buy
+345,284
New +$12.8M 1.59% 14
2025
Q3 		$332K Sell
11,225
-375
-3% -$9.96K 0.05% 275
2025
Q2 		$294K Hold
11,600
– – 0.05% 278
2025
Q1 		$279K Hold
11,600
– – 0.05% 282
2024
Q4 		$234K Hold
11,600
– – 0.05% 293
2024
Q3 		$236K Hold
11,600
– – 0.05% 273
2024
Q2 		$209K Hold
11,600
– – 0.05% 278
2024
Q1 		$201K Sell
11,600
-200
-2% -$3.21K 0.05% 284
2023
Q4 		$188K Sell
11,800
-1,050
-8% -$16.1K 0.05% 285
2023
Q3 		$184K Hold
12,850
– – 0.05% 270
2023
Q2 		$192K Buy
+12,850
New +$198K 0.06% 254

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return