Sound View Wealth Advisors Group’s Sprott Physical Gold PHYS Stock Holding History

Sound View Wealth Advisors 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 Q1	$921K	Hold	25,975	–	–	0.06%	200
2025 Q4	$858K	Buy	25,975 +6,075	+31%	+$192K	0.06%	207
2025 Q3	$589K	Buy	19,900 +1,159	+6%	+$30.8K	0.04%	253
2025 Q2	$475K	Buy	18,741 +1,094	+6%	+$27.5K	0.04%	274
2025 Q1	$425K	Buy	17,647 +947	+6%	+$21K	0.03%	279
2024 Q4	$336K	Buy	16,700 +741	+5%	+$15.2K	0.03%	322
2024 Q3	$325K	Hold	15,959	–	–	0.03%	322
2024 Q2	$288K	Hold	15,959	–	–	0.03%	307
2024 Q1	$276K	Hold	15,959	–	–	0.03%	317
2023 Q4	$254K	Hold	15,959	–	–	0.03%	330
2023 Q3	$229K	Hold	15,959	–	–	0.03%	332
2023 Q2	$238K	Hold	15,959	–	–	0.03%	319
2023 Q1	$247K	Hold	15,959	–	–	0.03%	314
2022 Q4	$254K	Hold	15,959	–	–	0.03%	330
2022 Q3	$204K	Hold	15,959	–	–	0.05%	256
2022 Q2	$226K	Buy	15,959 +2,034	+15%	+$30K	0.05%	259
2022 Q1	$214K	Hold	13,925	–	–	0.04%	275
2021 Q4	$200K	Buy	+13,925	New	+$197K	0.04%	285

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 $38.8B AUM 21.88% 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

Sound View Wealth Advisors Group's PHYS Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 25,975 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #200.

Sound View Wealth Advisors Group first reported a position in PHYS in Q4 2021 and has held it in 18 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Sound View Wealth Advisors Group held 25,975 shares of Sprott Physical Gold worth $921K as of Q1 2026.
Sound View Wealth Advisors Group left its Sprott Physical Gold share count unchanged in Q1 2026.
Sprott Physical Gold made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #200 holding.
Sound View Wealth Advisors Group first reported a position in Sprott Physical Gold in Q4 2021 and has held it in 18 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.