Painted Porch Advisors’s Sprott Physical Gold PHYS Stock Holding History

Painted Porch 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
2025 Q4	–	Sell	-1,064	Closed	-$31.5K	–	333
2025 Q3	$31.5K	Hold	1,064	–	–	0.01%	192
2025 Q2	$27K	Hold	1,064	–	–	0.01%	196
2025 Q1	$25.6K	Hold	1,064	–	–	0.01%	203
2024 Q4	$21.4K	Hold	1,064	–	–	0.01%	215
2024 Q3	$21.7K	Hold	1,064	–	–	0.01%	196
2024 Q2	$19.2K	Buy	+1,064	New	+$19.3K	0.01%	185

Other funds holding PHYS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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