&Partners’s Sprott Physical Gold PHYS Stock Holding History

&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 Q2	$594K	Buy	19,526 +880	+5%	+$30K	﹤0.01%	1734
2026 Q1	$661K	Buy	18,646 +270	+1%	+$9.99K	﹤0.01%	1543
2025 Q4	$607K	Hold	18,376	–	–	﹤0.01%	1502
2025 Q3	$544K	Buy	18,376 +516	+3%	+$13.7K	﹤0.01%	1399
2025 Q2	$453K	Buy	17,860 +1,489	+9%	+$37.4K	﹤0.01%	1403
2025 Q1	$379K	Buy	16,371 +2,746	+20%	+$60.9K	﹤0.01%	1281
2024 Q4	$277K	Buy	+13,625	New	+$280K	﹤0.01%	1382

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

&Partners's PHYS Position: Q2 2026 in Review

&Partners increased its Sprott Physical Gold (PHYS) stake by 4.7% in Q2 2026, buying an estimated $30K and bringing the position to 19,526 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

&Partners first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $661K in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

&Partners held 19,526 shares of Sprott Physical Gold worth $594K as of Q2 2026.
&Partners bought 880 Sprott Physical Gold shares in Q2 2026, an estimated $30K.
Sprott Physical Gold made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1734 holding.
&Partners first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
&Partners's Sprott Physical Gold position peaked at $661K in Q1 2026.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.