Wealthspire Advisors (New York)’s Sprott Physical Gold PHYS Stock Holding History

Wealthspire Advisors (New York)’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	$490K	Sell	16,228 -498	-3%	-$17K	﹤0.01%	807
2026 Q1	$593K	Buy	+16,726	New	+$619K	﹤0.01%	529
2025 Q4	–	Sell	-1,270	Closed	-$37.6K	–	2360
2025 Q3	$37.6K	Buy	+1,270	New	+$33.7K	﹤0.01%	1352
2021 Q4	–	Sell	-20,000	Closed	-$276K	–	603
2021 Q3	$276K	Buy	+20,000	New	+$283K	0.01%	478
2019 Q1	–	Sell	-750	Closed	-$8K	–	599
2018 Q4	$8K	Buy	+750	New	+$7.4K	﹤0.01%	564

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

Wealthspire Advisors (New York)'s PHYS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Sprott Physical Gold (PHYS) stake by 3% in Q2 2026, selling an estimated $17K and leaving 16,228 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Wealthspire Advisors (New York) first reported a position in PHYS in Q4 2018 and has held it in 5 quarters since. The position peaked at $593K in Q1 2026. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Wealthspire Advisors (New York) held 16,228 shares of Sprott Physical Gold worth $490K as of Q2 2026.
Wealthspire Advisors (New York) sold 498 Sprott Physical Gold shares in Q2 2026, an estimated $17K.
Sprott Physical Gold made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #807 holding.
Wealthspire Advisors (New York) first reported a position in Sprott Physical Gold in Q4 2018 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Sprott Physical Gold position peaked at $593K in Q1 2026.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.