Mercer Global Advisors
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Mercer Global Advisors’s Sprott Physical Gold PHYS Stock Holding History

Mercer Global 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
Q1 		$9.09M Buy
256,480
+126,382
+97% +$4.67M 0.01% 534
2025
Q4 		$4.3M Buy
130,098
+1,690
+1% +$53.5K 0.01% 774
2025
Q3 		$3.8M Buy
128,408
+2,215
+2% +$58.8K 0.01% 772
2025
Q2 		$3.2M Buy
126,193
+7,640
+6% +$192K 0.01% 714
2025
Q1 		$2.85M Buy
118,553
+100,217
+547% +$2.22M 0.01% 719
2024
Q4 		$369K Sell
18,336
-5,304
-22% -$109K ﹤0.01% 1623
2024
Q3 		$488K Hold
23,640
– – ﹤0.01% 1347
2024
Q2 		$427K Sell
23,640
-5,044
-18% -$91.5K ﹤0.01% 1387
2024
Q1 		$496K Buy
28,684
+1,216
+4% +$19.5K ﹤0.01% 1287
2023
Q4 		$438K Buy
27,468
+1,585
+6% +$24.4K ﹤0.01% 1399
2023
Q3 		$371K Buy
25,883
+51
+0.2% +$766 ﹤0.01% 1406
2023
Q2 		$385K Sell
25,832
-7,600
-23% -$117K ﹤0.01% 1363
2023
Q1 		$517K Sell
33,432
-3,556
-10% -$52.1K ﹤0.01% 1186
2022
Q4 		$522K Sell
36,988
-24,000
-39% -$320K ﹤0.01% 1177
2022
Q3 		$781K Buy
60,988
+24,077
+65% +$324K ﹤0.01% 951
2022
Q2 		$523K Buy
36,911
+955
+3% +$14.1K ﹤0.01% 1121
2022
Q1 		$553K Buy
35,956
+24,090
+203% +$357K ﹤0.01% 1183
2021
Q4 		$170K Sell
11,866
-2,000
-14% -$28.3K ﹤0.01% 1682
2021
Q3 		$191K Buy
13,866
+1,045
+8% +$14.8K ﹤0.01% 1628
2021
Q2 		$180K Buy
+12,821
New +$184K ﹤0.01% 1582

Other funds holding PHYS

Royal Bank of Canada
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Mercer Global Advisors's PHYS Position: Q1 2026 in Review

Mercer Global Advisors increased its Sprott Physical Gold (PHYS) stake by 97% in Q1 2026, buying an estimated $4.67M and bringing the position to 256,480 shares worth $9.09M. The position accounts for 0.01% of the portfolio, ranked #534.

Mercer Global Advisors first reported a position in PHYS in Q2 2021 and has held it in 20 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Mercer Global Advisors held 256,480 shares of Sprott Physical Gold worth $9.09M as of Q1 2026.
  • Mercer Global Advisors bought 126,382 Sprott Physical Gold shares in Q1 2026, an estimated $4.67M.
  • Sprott Physical Gold made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #534 holding.
  • Mercer Global Advisors first reported a position in Sprott Physical Gold in Q2 2021 and has held it in 20 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.