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Loring Wolcott & Coolidge Fiduciary Advisors’s Sprott Physical Gold PHYS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$30.4K Hold
1,008
– – ﹤0.01% 471
2026
Q1 		$36.4K Hold
1,008
– – ﹤0.01% 445
2025
Q4 		$39.7K Hold
1,008
– – ﹤0.01% 432
2025
Q3 		$31.4K Hold
1,008
– – ﹤0.01% 457
2025
Q2 		$25.6K Hold
1,008
– – ﹤0.01% 439
2025
Q1 		$25.3K Hold
1,008
– – ﹤0.01% 432
2024
Q4 		$21.3K Hold
1,008
– – ﹤0.01% 448
2024
Q3 		$21.4K Hold
1,008
– – ﹤0.01% 450
2024
Q2 		$19.3K Sell
1,008
-7,500
-88% -$136K ﹤0.01% 455
2024
Q1 		$154K Hold
8,508
– – ﹤0.01% 296
2023
Q4 		$134K Hold
8,508
– – ﹤0.01% 319
2023
Q3 		$132K Sell
8,508
-292
-3% -$4.38K ﹤0.01% 321
2023
Q2 		$131K Hold
8,800
– – ﹤0.01% 338
2023
Q1 		$136K Hold
8,800
– – ﹤0.01% 313
2022
Q4 		$124K Hold
8,800
– – ﹤0.01% 321
2022
Q3 		$113K Hold
8,800
– – ﹤0.01% 340
2022
Q2 		$125K Hold
8,800
– – ﹤0.01% 336
2022
Q1 		$135K Hold
8,800
– – ﹤0.01% 346
2021
Q4 		$126K Hold
8,800
– – ﹤0.01% 361
2021
Q3 		$121K Hold
8,800
– – ﹤0.01% 369
2021
Q2 		$123K Buy
+8,800
New +$127K ﹤0.01% 374

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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
LPL Financial
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PHYS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 1,008 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PHYS in Q2 2021 and has held it in 21 quarters since. The position peaked at $154K in Q1 2024. 503 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,008 shares of Sprott Physical Gold worth $30.4K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #471 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sprott Physical Gold in Q2 2021 and has held it in 21 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Sprott Physical Gold position peaked at $154K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.