Spectrum Advisors’s Sprott Physical Gold PHYS Stock Holding History

Spectrum 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 Q1	$778K	Buy	+21,950	New	+$812K	0.61%	25

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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

EAM

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Spectrum Advisors's PHYS Position: Q1 2026 in Review

Spectrum Advisors opened a new position in Sprott Physical Gold (PHYS) in Q1 2026: 21,950 shares worth $778K. The stake represents 0.61% of the portfolio and ranks #25 among its holdings.

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

Spectrum Advisors held 21,950 shares of Sprott Physical Gold worth $778K as of Q1 2026.
Sprott Physical Gold was a new Spectrum Advisors position in Q1 2026.
Sprott Physical Gold made up 0.61% of Spectrum Advisors's portfolio in Q1 2026, its #25 holding.
682 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Spectrum Advisors's 13F filing for Q1 2026, filed 11 Sep 2026.