SPAS
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Spectrum Planning & Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Spectrum Planning & Advisory Services’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 		$261K Hold
8,650
– – 0.12% 97
2026
Q1 		$307K Buy
+8,650
New +$320K 0.15% 89

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Spectrum Planning & Advisory Services's PHYS Position: Q2 2026 in Review

Spectrum Planning & Advisory Services held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 8,650 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #97.

Spectrum Planning & Advisory Services first reported a position in PHYS in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Spectrum Planning & Advisory Services held 8,650 shares of Sprott Physical Gold worth $261K as of Q2 2026.
  • Spectrum Planning & Advisory Services left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.12% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #97 holding.
  • Spectrum Planning & Advisory Services first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 2 quarters since.
  • Spectrum Planning & Advisory Services's Sprott Physical Gold position peaked at $307K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.