Seros Financial’s Sprott Physical Gold PHYS Stock Holding History

Seros Financial’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 Q3	$2.19M	Buy	+70,025	New	+$2.26M	1.11%	16

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.03B AUM

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Seros Financial's PHYS Position: Q3 2026 in Review

Seros Financial opened a new position in Sprott Physical Gold (PHYS) in Q3 2026: 70,025 shares worth $2.19M. The stake represents 1.11% of the portfolio and ranks #16 among its holdings.

200 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Seros Financial held 70,025 shares of Sprott Physical Gold worth $2.19M as of Q3 2026.
Sprott Physical Gold was a new Seros Financial position in Q3 2026.
Sprott Physical Gold made up 1.11% of Seros Financial's portfolio in Q3 2026, its #16 holding.
200 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.