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

Sequoia 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	$871K	Buy	28,865 +319	+1%	+$10.9K	﹤0.01%	1016
2026 Q1	$1.01M	Buy	28,546 +1,048	+4%	+$38.8K	0.01%	897
2025 Q4	$908K	Buy	27,498 +733	+3%	+$23.2K	0.01%	935
2025 Q3	$793K	Buy	26,765 +9,131	+52%	+$242K	﹤0.01%	902
2025 Q2	$447K	Buy	17,634 +4,375	+33%	+$110K	﹤0.01%	1057
2025 Q1	$319K	Buy	13,259 +535	+4%	+$11.9K	﹤0.01%	1035
2024 Q4	$256K	Buy	+12,724	New	+$262K	﹤0.01%	1089

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

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

Sequoia Financial Advisors increased its Sprott Physical Gold (PHYS) stake by 1.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 28,865 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Sequoia Financial Advisors first reported a position in PHYS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Sequoia Financial Advisors held 28,865 shares of Sprott Physical Gold worth $871K as of Q2 2026.
Sequoia Financial Advisors bought 319 Sprott Physical Gold shares in Q2 2026, an estimated $10.9K.
Sprott Physical Gold made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1016 holding.
Sequoia Financial Advisors first reported a position in Sprott Physical Gold in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Sprott Physical Gold position peaked at $1.01M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

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