Prestige Wealth Management Group’s Sprott Physical Gold PHYS Stock Holding History

Prestige Wealth Management Group’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 Q1	$178	Hold	5	–	–	﹤0.01%	1083
2025 Q4	$166	Hold	5	–	–	﹤0.01%	993
2025 Q3	$149	Hold	5	–	–	﹤0.01%	982
2025 Q2	$127	Hold	5	–	–	﹤0.01%	991
2025 Q1	$121	Hold	5	–	–	﹤0.01%	994
2024 Q4	$101	Hold	5	–	–	﹤0.01%	1032
2024 Q3	$102	Hold	5	–	–	﹤0.01%	1021
2024 Q2	$91	Hold	5	–	–	﹤0.01%	978
2024 Q1	$87	Hold	5	–	–	﹤0.01%	1011
2023 Q4	$80	Hold	5	–	–	﹤0.01%	1014
2023 Q3	$72	Hold	5	–	–	﹤0.01%	1040
2023 Q2	$75	Hold	5	–	–	﹤0.01%	1046
2023 Q1	$78	Hold	5	–	–	﹤0.01%	1040
2022 Q4	$70	Hold	5	–	–	﹤0.01%	1139
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1043
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1045
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1031
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1045
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1036
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1019
2021 Q1	$0	Buy	+5	New	+$71	﹤0.01%	1018

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

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

CTC

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

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

HWA

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

EAM

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Prestige Wealth Management Group's PHYS Position: Q1 2026 in Review

Prestige Wealth Management Group held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 5 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Prestige Wealth Management Group first reported a position in PHYS in Q1 2021 and has held it in 21 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Prestige Wealth Management Group held 5 shares of Sprott Physical Gold worth $178 as of Q1 2026.
Prestige Wealth Management Group left its Sprott Physical Gold share count unchanged in Q1 2026.
Sprott Physical Gold made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1083 holding.
Prestige Wealth Management Group first reported a position in Sprott Physical Gold in Q1 2021 and has held it in 21 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.