Unique Wealth
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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
Q3 		$246K Sell
7,875
-20,800
-73% -$671K 0.03% 195
2026
Q2 		$865K Buy
+28,675
New +$978K 0.1% 107

Other funds holding PHYS

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Unique Wealth's PHYS Position: Q3 2026 in Review

Unique Wealth reduced its Sprott Physical Gold (PHYS) stake by 73% in Q3 2026, selling an estimated $671K and leaving 7,875 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #195.

Unique Wealth first reported a position in PHYS in Q2 2026 and has held it in 2 quarters since. The position peaked at $865K in Q2 2026. 251 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Unique Wealth held 7,875 shares of Sprott Physical Gold worth $246K as of Q3 2026.
  • Unique Wealth sold 20,800 Sprott Physical Gold shares in Q3 2026, an estimated $671K.
  • Sprott Physical Gold made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #195 holding.
  • Unique Wealth first reported a position in Sprott Physical Gold in Q2 2026 and has held it in 2 quarters since.
  • Unique Wealth's Sprott Physical Gold position peaked at $865K in Q2 2026.
  • 251 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.