Tradition Wealth Management
PHYS icon

Tradition Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Tradition Wealth Management’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 		$523K Hold
16,729
– – 0.03% 308
2026
Q2 		$505K Hold
16,729
– – 0.03% 308
2026
Q1 		$593K Buy
16,729
+24
+0.1% +$888 0.04% 263
2025
Q4 		$552K Sell
16,705
-189
-1% -$5.98K 0.04% 275
2025
Q3 		$500K Hold
16,894
– – 0.04% 287
2025
Q2 		$428K Buy
16,894
+6,024
+55% +$151K 0.03% 290
2025
Q1 		$262K Hold
10,870
– – 0.02% 356
2024
Q4 		$219K Hold
10,870
– – 0.02% 382
2024
Q3 		$222K Buy
+10,870
New +$209K 0.02% 377
2024
Q1 		– Sell
-9,729
Closed -$155K – 962
2023
Q4 		$155K Hold
9,729
– – 0.02% 364
2023
Q3 		$139K Sell
9,729
-3,500
-26% -$52.5K 0.02% 363
2023
Q2 		$197K Buy
13,229
+5,000
+61% +$77.2K 0.02% 312
2023
Q1 		$127K Hold
8,229
– – 0.02% 376
2022
Q4 		$116K Hold
8,229
– – 0.02% 343
2022
Q3 		$105K Buy
8,229
+6,005
+270% +$80.8K 0.02% 356
2022
Q2 		$32K Hold
2,224
– – ﹤0.01% 556
2022
Q1 		$34K Hold
2,224
– – ﹤0.01% 597
2021
Q4 		$32K Hold
2,224
– – ﹤0.01% 637
2021
Q3 		$31K Hold
2,224
– – ﹤0.01% 632
2021
Q2 		$31K Hold
2,224
– – ﹤0.01% 651
2021
Q1 		$30K Hold
2,224
– – 0.01% 549
2020
Q4 		$34K Buy
+2,224
New +$33K 0.01% 484

Other funds holding PHYS

Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Tradition Wealth Management's PHYS Position: Q3 2026 in Review

Tradition Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 16,729 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #308.

Tradition Wealth Management first reported a position in PHYS in Q4 2020 and has held it in 22 quarters since. The position peaked at $593K in Q1 2026. 572 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Tradition Wealth Management held 16,729 shares of Sprott Physical Gold worth $523K as of Q3 2026.
  • Tradition Wealth Management left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.03% of Tradition Wealth Management's portfolio in Q3 2026, its #308 holding.
  • Tradition Wealth Management first reported a position in Sprott Physical Gold in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Sprott Physical Gold position peaked at $593K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.