Professional Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Professional Advisory Services’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	$232K	Buy	7,700 +700	+10%	+$23.9K	0.03%	85
2026 Q1	$248K	Buy	+7,000	New	+$259K	0.03%	75

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

Professional Advisory Services's PHYS Position: Q2 2026 in Review

Professional Advisory Services increased its Sprott Physical Gold (PHYS) stake by 10% in Q2 2026, buying an estimated $23.9K and bringing the position to 7,700 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #85.

Professional Advisory Services first reported a position in PHYS in Q1 2026 and has held it in 2 quarters since. The position peaked at $248K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Professional Advisory Services held 7,700 shares of Sprott Physical Gold worth $232K as of Q2 2026.
Professional Advisory Services bought 700 Sprott Physical Gold shares in Q2 2026, an estimated $23.9K.
Sprott Physical Gold made up 0.03% of Professional Advisory Services's portfolio in Q2 2026, its #85 holding.
Professional Advisory Services first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 2 quarters since.
Professional Advisory Services's Sprott Physical Gold position peaked at $248K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.