Secure Asset Management’s Sprott Physical Gold PHYS Stock Holding History

Secure Asset Management’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	$360K	Hold	10,167	–	–	0.06%	223
2025 Q4	$336K	Sell	10,167 -33	-0.3%	-$1.04K	0.05%	253
2025 Q3	$303K	Hold	10,200	–	–	0.05%	245
2025 Q2	$259K	Hold	10,200	–	–	0.05%	269
2025 Q1	$245K	Hold	10,200	–	–	0.05%	263
2024 Q4	$205K	Sell	10,200 -1,500	-13%	-$30.8K	0.03%	306
2024 Q3	$238K	Hold	11,700	–	–	0.04%	271
2024 Q2	$211K	Buy	+11,700	New	+$212K	0.04%	264

Other funds holding PHYS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

Cambridge Investment Research Advisors

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return