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VestGen Advisors’s Sprott Physical Gold PHYS Stock Holding History

VestGen 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
Q2 		$1.23M Buy
40,662
+686
+2% +$23.4K 0.04% 408
2026
Q1 		$1.43M Buy
39,976
+623
+2% +$23K 0.04% 378
2025
Q4 		$1.3M Buy
39,353
+3,653
+10% +$116K 0.06% 311
2025
Q3 		$1.06M Buy
+35,700
New +$948K 0.04% 361

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VestGen Advisors's PHYS Position: Q2 2026 in Review

VestGen Advisors increased its Sprott Physical Gold (PHYS) stake by 1.7% in Q2 2026, buying an estimated $23.4K and bringing the position to 40,662 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #408.

VestGen Advisors first reported a position in PHYS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • VestGen Advisors held 40,662 shares of Sprott Physical Gold worth $1.23M as of Q2 2026.
  • VestGen Advisors bought 686 Sprott Physical Gold shares in Q2 2026, an estimated $23.4K.
  • Sprott Physical Gold made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #408 holding.
  • VestGen Advisors first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Sprott Physical Gold position peaked at $1.43M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.