World Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

World Investment 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	$8.31M	Sell	234,493 -10,650	-4%	-$363K	0.14%	171
2026 Q1	$8.69M	Buy	245,143 +37,455	+18%	+$1.39M	0.14%	166
2025 Q4	$6.86M	Buy	207,688 +15,630	+8%	+$495K	0.11%	214
2025 Q3	$5.69M	Buy	192,058 +51,243	+36%	+$1.36M	0.12%	195
2025 Q2	$3.57M	Buy	140,815 +43,480	+45%	+$1.09M	0.08%	269
2025 Q1	$2.34M	Buy	+97,335	New	+$2.16M	0.06%	325

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

World Investment Advisors's PHYS Position: Q2 2026 in Review

World Investment Advisors reduced its Sprott Physical Gold (PHYS) stake by 4.3% in Q2 2026, selling an estimated $363K and leaving 234,493 shares worth $8.31M. The position accounts for 0.14% of the portfolio, ranked #171.

World Investment Advisors first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.69M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

World Investment Advisors held 234,493 shares of Sprott Physical Gold worth $8.31M as of Q2 2026.
World Investment Advisors sold 10,650 Sprott Physical Gold shares in Q2 2026, an estimated $363K.
Sprott Physical Gold made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #171 holding.
World Investment Advisors first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
World Investment Advisors's Sprott Physical Gold position peaked at $8.69M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.