OneDigital Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

OneDigital Investment 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	$576K	Hold	19,095	–	–	﹤0.01%	981
2026 Q1	$677K	Sell	19,095 -207	-1%	-$7.66K	0.01%	825
2025 Q4	$637K	Buy	19,302 +6,445	+50%	+$204K	0.01%	851
2025 Q3	$381K	Sell	12,857 -133	-1%	-$3.53K	﹤0.01%	1056
2025 Q2	$329K	Hold	12,990	–	–	﹤0.01%	1105
2025 Q1	$313K	Sell	12,990 -2,080	-14%	-$46.1K	﹤0.01%	1081
2024 Q4	$304K	Sell	15,070 -12,388	-45%	-$255K	﹤0.01%	1125
2024 Q3	$560K	Buy	27,458 +14,564	+113%	+$280K	0.01%	896
2024 Q2	$233K	Buy	+12,894	New	+$234K	﹤0.01%	1225
2023 Q4	–	Sell	-10,200	Closed	-$146K	–	1132
2023 Q3	$146K	Hold	10,200	–	–	﹤0.01%	951
2023 Q2	$152K	Buy	+10,200	New	+$158K	﹤0.01%	972
2018 Q3	–	Sell	-8,100	Closed	-$82K	–	1154
2018 Q2	$82K	Hold	8,100	–	–	0.02%	372
2018 Q1	$87K	Buy	8,100 +5,100	+170%	+$55.2K	0.02%	379
2017 Q4	$32K	Hold	3,000	–	–	﹤0.01%	637
2017 Q3	$31K	Hold	3,000	–	–	0.01%	503
2017 Q2	$30K	Buy	+3,000	New	+$30.8K	0.01%	611

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

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

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

OneDigital Investment Advisors's PHYS Position: Q2 2026 in Review

OneDigital Investment Advisors held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 19,095 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

OneDigital Investment Advisors first reported a position in PHYS in Q2 2017 and has held it in 16 quarters since. The position peaked at $677K in Q1 2026. 427 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

OneDigital Investment Advisors held 19,095 shares of Sprott Physical Gold worth $576K as of Q2 2026.
OneDigital Investment Advisors left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #981 holding.
OneDigital Investment Advisors first reported a position in Sprott Physical Gold in Q2 2017 and has held it in 16 quarters since.
OneDigital Investment Advisors's Sprott Physical Gold position peaked at $677K in Q1 2026.
427 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.