RIA Advisory Group’s Sprott Physical Gold PHYS Stock Holding History

RIA Advisory 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 Q2	$732K	Sell	24,261 -228	-0.9%	-$7.78K	0.16%	81
2026 Q1	$868K	Buy	24,489 +1,922	+9%	+$71.1K	0.21%	68
2025 Q4	$745K	Sell	22,567 -301	-1%	-$9.53K	0.18%	80
2025 Q3	$677K	Sell	22,868 -178	-0.8%	-$4.73K	0.17%	75
2025 Q2	$584K	Sell	23,046 -354	-2%	-$8.89K	0.17%	73
2025 Q1	$563K	Buy	23,400 +11,191	+92%	+$248K	0.18%	78
2024 Q4	$246K	Buy	+12,209	New	+$251K	0.08%	121

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

RIA Advisory Group's PHYS Position: Q2 2026 in Review

RIA Advisory Group reduced its Sprott Physical Gold (PHYS) stake by 0.93% in Q2 2026, selling an estimated $7.78K and leaving 24,261 shares worth $732K. The position accounts for 0.16% of the portfolio, ranked #81.

RIA Advisory Group first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

RIA Advisory Group held 24,261 shares of Sprott Physical Gold worth $732K as of Q2 2026.
RIA Advisory Group sold 228 Sprott Physical Gold shares in Q2 2026, an estimated $7.78K.
Sprott Physical Gold made up 0.16% of RIA Advisory Group's portfolio in Q2 2026, its #81 holding.
RIA Advisory Group first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
RIA Advisory Group's Sprott Physical Gold position peaked at $868K in Q1 2026.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.