United Capital Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

United Capital Financial 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	$847K	Buy	23,901 +83	+0.3%	+$3.07K	0.01%	825
2025 Q4	$786K	Buy	+23,818	New	+$754K	﹤0.01%	813
2023 Q2	–	Sell	-50,473	Closed	-$780K	–	953
2023 Q1	$780K	Sell	50,473 -100	-0.2%	-$1.47K	﹤0.01%	643
2022 Q4	$713K	Hold	50,573	–	–	﹤0.01%	691
2022 Q3	$647K	Buy	50,573 +473	+0.9%	+$6.37K	﹤0.01%	704
2022 Q2	$710K	Hold	50,100	–	–	﹤0.01%	708
2022 Q1	$770K	Hold	50,100	–	–	﹤0.01%	725
2021 Q4	$719K	Sell	50,100 -3,087	-6%	-$43.6K	﹤0.01%	768
2021 Q3	$734K	Hold	53,187	–	–	﹤0.01%	752
2021 Q2	$746K	Hold	53,187	–	–	﹤0.01%	767
2021 Q1	$713K	Sell	53,187 -1,250	-2%	-$17.7K	﹤0.01%	754
2020 Q4	$821K	Buy	54,437 +3,847	+8%	+$57.2K	﹤0.01%	730
2020 Q3	$761K	Buy	50,590 +490	+1%	+$7.48K	0.01%	729
2020 Q2	$717K	Hold	50,100	–	–	0.01%	754
2020 Q1	$657K	Hold	50,100	–	–	0.01%	734
2019 Q4	$610K	Sell	50,100 -890	-2%	-$10.6K	﹤0.01%	935
2019 Q3	$603K	Sell	50,990 -1,500	-3%	-$17.7K	﹤0.01%	896
2019 Q2	$594K	Buy	+52,490	New	+$550K	﹤0.01%	987

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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 $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

United Capital Financial Advisors's PHYS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Sprott Physical Gold (PHYS) stake by 0.35% in Q1 2026, buying an estimated $3.07K and bringing the position to 23,901 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #825.

United Capital Financial Advisors first reported a position in PHYS in Q2 2019 and has held it in 18 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

United Capital Financial Advisors held 23,901 shares of Sprott Physical Gold worth $847K as of Q1 2026.
United Capital Financial Advisors bought 83 Sprott Physical Gold shares in Q1 2026, an estimated $3.07K.
Sprott Physical Gold made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #825 holding.
United Capital Financial Advisors first reported a position in Sprott Physical Gold in Q2 2019 and has held it in 18 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.