Pacifica Partners’s Sprott Physical Gold PHYS Stock Holding History

Pacifica Partners’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 Q3	$15.6K	Hold	500	–	–	﹤0.01%	257
2026 Q2	$15.5K	Hold	500	–	–	﹤0.01%	274
2026 Q1	$17.7K	Hold	500	–	–	0.01%	269
2025 Q4	$16.5K	Sell	500 -500	-50%	-$15.8K	0.01%	259
2025 Q3	$29.7K	Hold	1,000	–	–	0.01%	239
2025 Q2	$25.1K	Hold	1,000	–	–	0.01%	257
2025 Q1	$24K	Hold	1,000	–	–	0.01%	251
2024 Q4	$20.4K	Hold	1,000	–	–	0.01%	283
2024 Q3	$20.4K	Hold	1,000	–	–	0.01%	292
2024 Q2	$18.3K	Hold	1,000	–	–	0.01%	312
2024 Q1	$16.9K	Hold	1,000	–	–	0.01%	311
2023 Q4	$15.7K	Hold	1,000	–	–	0.01%	324
2023 Q3	$14K	Hold	1,000	–	–	0.01%	317
2023 Q2	$14.9K	Hold	1,000	–	–	0.01%	260
2023 Q1	$15.6K	Buy	+1,000	New	+$14.7K	0.01%	264

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.03B AUM

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Pacifica Partners's PHYS Position: Q3 2026 in Review

Pacifica Partners held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 500 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Pacifica Partners first reported a position in PHYS in Q1 2023 and has held it in 15 quarters since. The position peaked at $29.7K in Q3 2025. 183 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Pacifica Partners held 500 shares of Sprott Physical Gold worth $15.6K as of Q3 2026.
Pacifica Partners left its Sprott Physical Gold share count unchanged in Q3 2026.
Sprott Physical Gold made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #257 holding.
Pacifica Partners first reported a position in Sprott Physical Gold in Q1 2023 and has held it in 15 quarters since.
Pacifica Partners's Sprott Physical Gold position peaked at $29.7K in Q3 2025.
183 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.