Plante Moran Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Plante Moran Financial 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	$74.8K	Buy	+2,478	New	+$84.5K	﹤0.01%	287
2025 Q1	–	Sell	-805	Closed	-$16.2K	–	924
2024 Q4	$16.2K	Hold	805	–	–	﹤0.01%	521
2024 Q3	$16.4K	Buy	+805	New	+$15.5K	﹤0.01%	551
2023 Q2	–	Sell	-3,521	Closed	-$54.4K	–	849
2023 Q1	$54.4K	Buy	+3,521	New	+$51.6K	0.01%	282
2021 Q1	–	Sell	-704	Closed	-$11K	–	1091
2020 Q4	$11K	Hold	704	–	–	﹤0.01%	619
2020 Q3	$11K	Hold	704	–	–	﹤0.01%	596
2020 Q2	$10K	Buy	+704	New	+$9.71K	﹤0.01%	523
2013 Q3	–	Sell	-1,000	Closed	-$10K	–	661
2013 Q2	$10K	Buy	+1,000	New	+$11.8K	0.01%	349

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

Plante Moran Financial Advisors's PHYS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 2,478 shares worth $74.8K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PHYS as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in PHYS in Q2 2013 and has held it in 8 quarters since. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Plante Moran Financial Advisors held 2,478 shares of Sprott Physical Gold worth $74.8K as of Q2 2026.
Sprott Physical Gold was a new Plante Moran Financial Advisors position in Q2 2026.
Sprott Physical Gold made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #287 holding.
Plante Moran Financial Advisors first reported a position in Sprott Physical Gold in Q2 2013 and has held it in 8 quarters since.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.