WIT Partners Advisory’s Sprott Physical Gold PHYS Stock Holding History

WIT Partners Advisory’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	$42.3M	Buy	1,401,170 +459,950	+49%	+$15.7M	19.85%	2
2026 Q1	$33.4M	Buy	941,220 +727,533	+340%	+$26.9M	9.75%	2
2025 Q4	$6.81M	Sell	213,687 -62,500	-23%	-$1.98M	2.36%	4
2025 Q3	$7.96M	Buy	+276,187	New	+$7.33M	2.95%	2

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

WIT Partners Advisory's PHYS Position: Q2 2026 in Review

WIT Partners Advisory increased its Sprott Physical Gold (PHYS) stake by 49% in Q2 2026, buying an estimated $15.7M and bringing the position to 1,401,170 shares worth $42.3M. The position accounts for 19.85% of the portfolio, ranked #2.

WIT Partners Advisory first reported a position in PHYS in Q3 2025 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

WIT Partners Advisory held 1,401,170 shares of Sprott Physical Gold worth $42.3M as of Q2 2026.
WIT Partners Advisory bought 459,950 Sprott Physical Gold shares in Q2 2026, an estimated $15.7M.
Sprott Physical Gold made up 19.85% of WIT Partners Advisory's portfolio in Q2 2026, its #2 holding.
WIT Partners Advisory first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 4 quarters since.
647 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on WIT Partners Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.