Pure Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Pure 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	–	Sell	-6,089	Closed	-$216K	–	652
2026 Q1	$216K	Hold	6,089	–	–	﹤0.01%	527
2025 Q4	$201K	Sell	6,089 -2,002	-25%	-$63.4K	﹤0.01%	518
2025 Q3	$240K	Buy	+8,091	New	+$215K	﹤0.01%	447
2025 Q2	–	Sell	-9,823	Closed	-$236K	–	475
2025 Q1	$236K	Buy	+9,823	New	+$218K	﹤0.01%	349
2024 Q4	–	Sell	-9,823	Closed	-$200K	–	361
2024 Q3	$200K	Sell	9,823 -1,900	-16%	-$36.5K	﹤0.01%	319
2024 Q2	$212K	Hold	11,723	–	–	0.01%	302
2024 Q1	$203K	Hold	11,723	–	–	0.01%	304
2023 Q4	$187K	Buy	+11,723	New	+$180K	0.01%	296

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

Pure Financial Advisors's PHYS Position: Q2 2026 in Review

Pure Financial Advisors sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 6,089 shares — an estimated $216K sold.

Pure Financial Advisors first reported a position in PHYS in Q4 2023 and held it in 8 quarters. The position peaked at $240K in Q3 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Pure Financial Advisors reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
Pure Financial Advisors sold 6,089 Sprott Physical Gold shares in Q2 2026, an estimated $216K.
Pure Financial Advisors first reported a position in Sprott Physical Gold in Q4 2023 and held it in 8 quarters.
Pure Financial Advisors's Sprott Physical Gold position peaked at $240K in Q3 2025.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.