Wealth Enhancement Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Wealth Enhancement Advisory Services’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	$20.5M	Sell	662,675 -449,335	-40%	-$15.3M	0.03%	436
2026 Q1	$39.4M	Sell	1,112,010 -59,441	-5%	-$2.2M	0.08%	233
2025 Q4	$40.2M	Sell	1,171,451 -27,179	-2%	-$860K	0.05%	304
2025 Q3	$36.5M	Buy	1,198,630 +35,989	+3%	+$955K	0.06%	300
2025 Q2	$29.7M	Sell	1,162,641 -9,743	-0.8%	-$245K	0.05%	318
2025 Q1	$28.2M	Buy	1,172,384 +665,199	+131%	+$14.7M	0.05%	319
2024 Q4	$10.2M	Buy	507,185 +138,653	+38%	+$2.85M	0.02%	543
2024 Q3	$7.51M	Buy	368,532 +95,067	+35%	+$1.83M	0.02%	602
2024 Q2	$4.94M	Buy	273,465 +77,708	+40%	+$1.41M	0.01%	695
2024 Q1	$3.39M	Sell	195,757 -32,183	-14%	-$516K	0.01%	777
2023 Q4	$3.63M	Buy	227,940 +52,544	+30%	+$808K	0.01%	698
2023 Q3	$2.51M	Buy	+175,396	New	+$2.63M	0.01%	782

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

Wealth Enhancement Advisory Services's PHYS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Sprott Physical Gold (PHYS) stake by 40% in Q2 2026, selling an estimated $15.3M and leaving 662,675 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #436.

Wealth Enhancement Advisory Services first reported a position in PHYS in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.2M in Q4 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Wealth Enhancement Advisory Services held 662,675 shares of Sprott Physical Gold worth $20.5M as of Q2 2026.
Wealth Enhancement Advisory Services sold 449,335 Sprott Physical Gold shares in Q2 2026, an estimated $15.3M.
Sprott Physical Gold made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #436 holding.
Wealth Enhancement Advisory Services first reported a position in Sprott Physical Gold in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Sprott Physical Gold position peaked at $40.2M in Q4 2025.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.