Unique Wealth’s Sprott Physical Gold PHYS Stock Holding History

Unique Wealth’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	$865K	Buy	+28,675	New	+$978K	0.1%	107

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.04B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ISWM

Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth's PHYS Position: Q2 2026 in Review

Unique Wealth opened a new position in Sprott Physical Gold (PHYS) in Q2 2026: 28,675 shares worth $865K. The stake represents 0.1% of the portfolio and ranks #107 among its holdings.

259 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Unique Wealth held 28,675 shares of Sprott Physical Gold worth $865K as of Q2 2026.
Sprott Physical Gold was a new Unique Wealth position in Q2 2026.
Sprott Physical Gold made up 0.1% of Unique Wealth's portfolio in Q2 2026, its #107 holding.
259 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.