Uniting Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

Uniting Wealth Partners’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	$241K	Hold	8,000	–	–	0.05%	178
2026 Q1	$284K	Hold	8,000	–	–	0.06%	154
2025 Q4	$264K	Hold	8,000	–	–	0.08%	125
2025 Q3	$237K	Hold	8,000	–	–	0.06%	161
2025 Q2	$203K	Buy	+8,000	New	+$201K	0.08%	106

Other funds holding PHYS

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 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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Uniting Wealth Partners's PHYS Position: Q2 2026 in Review

Uniting Wealth Partners held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 8,000 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #178.

Uniting Wealth Partners first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Uniting Wealth Partners held 8,000 shares of Sprott Physical Gold worth $241K as of Q2 2026.
Uniting Wealth Partners left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #178 holding.
Uniting Wealth Partners first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
Uniting Wealth Partners's Sprott Physical Gold position peaked at $284K in Q1 2026.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.