Root Financial Partners’s Sprott Physical Gold PHYS Stock Holding History

Root Financial Partners’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	$142K	Buy	+3,995	New	+$148K	0.01%	434

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 $43.3B AUM 29.3% 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

Root Financial Partners's PHYS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Sprott Physical Gold (PHYS) in Q1 2026: 3,995 shares worth $142K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Root Financial Partners held 3,995 shares of Sprott Physical Gold worth $142K as of Q1 2026.
Sprott Physical Gold was a new Root Financial Partners position in Q1 2026.
Sprott Physical Gold made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #434 holding.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.