Ancora Advisors’s Sprott Physical Gold PHYS Stock Holding History

Ancora 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 Q1	$12.3M	Sell	347,932 -606	-0.2%	-$22.4K	0.26%	87
2025 Q4	$11.5M	Buy	348,538 +2,737	+0.8%	+$86.6K	0.24%	95
2025 Q3	$10.2M	Buy	345,801 +42,405	+14%	+$1.13M	0.2%	103
2025 Q2	$7.69M	Buy	303,396 +25,518	+9%	+$641K	0.16%	132
2025 Q1	$6.69M	Buy	277,878 +36,859	+15%	+$817K	0.15%	138
2024 Q4	$4.85M	Buy	241,019 +5,879	+3%	+$121K	0.11%	169
2024 Q3	$4.79M	Hold	235,140	–	–	0.11%	176
2024 Q2	$4.25M	Sell	235,140 -1,245	-0.5%	-$22.6K	0.11%	174
2024 Q1	$4.09M	Buy	236,385 +4,571	+2%	+$73.3K	0.09%	183
2023 Q4	$3.69M	Hold	231,814	–	–	0.09%	194
2023 Q3	$3.32M	Buy	231,814 +1,175	+0.5%	+$17.6K	0.09%	184
2023 Q2	$3.44M	Buy	230,639 +446	+0.2%	+$6.89K	0.09%	178
2023 Q1	$3.56M	Sell	230,193 -500	-0.2%	-$7.33K	0.1%	171
2022 Q4	$3.25M	Sell	230,693 -2,500	-1%	-$33.4K	0.09%	190
2022 Q3	$2.98M	Sell	233,193 -25,695	-10%	-$346K	0.09%	182
2022 Q2	$3.67M	Sell	258,888 -12,504	-5%	-$184K	0.1%	177
2022 Q1	$4.17M	Buy	271,392 +7,933	+3%	+$118K	0.1%	187
2021 Q4	$3.78M	Buy	263,459 +58,683	+29%	+$829K	0.09%	197
2021 Q3	$2.83M	Buy	204,776 +26,600	+15%	+$376K	0.07%	232
2021 Q2	$2.5M	Buy	178,176 +5,500	+3%	+$79.1K	0.07%	252
2021 Q1	$2.31M	Sell	172,676 -1,341	-0.8%	-$19K	0.06%	249
2020 Q4	$2.63M	Sell	174,017 -70,349	-29%	-$1.05M	0.08%	223
2020 Q3	$3.68M	Buy	244,366 +990	+0.4%	+$15.1K	0.15%	159
2020 Q2	$3.48M	Buy	243,376 +124,750	+105%	+$1.72M	0.15%	161
2020 Q1	$1.56M	Buy	118,626 +15,000	+14%	+$191K	0.07%	254
2019 Q4	$1.26M	Sell	103,626 -4,154	-4%	-$49.5K	0.05%	314
2019 Q3	$1.27M	Buy	107,780 +18,900	+21%	+$223K	0.06%	289
2019 Q2	$1.01M	Hold	88,880	–	–	0.05%	294
2019 Q1	$929K	Sell	88,880 -2,500	-3%	-$26.3K	0.04%	315
2018 Q4	$942K	Hold	91,380	–	–	0.05%	296
2018 Q3	$873K	Buy	91,380 +2,050	+2%	+$20K	0.03%	369
2018 Q2	$910K	Sell	89,330 -1,249	-1%	-$13.3K	0.04%	353
2018 Q1	$973K	Sell	90,579 -500	-0.5%	-$5.41K	0.04%	339
2017 Q4	$964K	Sell	91,079 -3,011	-3%	-$31.3K	0.05%	309
2017 Q3	$982K	Hold	94,090	–	–	0.06%	325
2017 Q2	$953K	Buy	94,090 +1,239	+1%	+$12.7K	0.06%	322
2017 Q1	$949K	Sell	92,851 -6,979	-7%	-$69.9K	0.06%	316
2016 Q4	$938K	Sell	99,830 -47,286	-32%	-$474K	0.07%	305
2016 Q3	$1.61M	Buy	147,116 +18,600	+14%	+$206K	0.16%	163
2016 Q2	$1.41M	Buy	128,516 +69,968	+120%	+$732K	0.16%	167
2016 Q1	$593K	Buy	58,548 +20,582	+54%	+$201K	0.07%	282
2015 Q4	$331K	Sell	37,966 -1,150	-3%	-$10.4K	0.04%	370
2015 Q3	$359K	Sell	39,116 -1,126	-3%	-$10.4K	0.05%	352
2015 Q2	$389K	Buy	+40,242	New	+$397K	0.05%	361
2015 Q1	–	Sell	-54,403	Closed	-$550K	–	318
2014 Q4	$532K	Sell	54,403 -3,381	-6%	-$33.6K	0.06%	307
2014 Q3	$576K	Sell	57,784 -2,535	-4%	-$26.9K	0.07%	276
2014 Q2	$664K	Buy	60,319 +2,272	+4%	+$24.3K	0.09%	260
2014 Q1	$619K	Buy	58,047 +2,365	+4%	+$25.4K	0.09%	255
2013 Q4	$555K	Sell	55,682 -147,529	-73%	-$1.55M	0.08%	255
2013 Q3	$2.24M	Buy	203,211 +37,339	+23%	+$414K	0.38%	70
2013 Q2	$1.7M	Buy	+165,872	New	+$1.96M	0.29%	86

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Ancora Advisors's PHYS Position: Q1 2026 in Review

Ancora Advisors reduced its Sprott Physical Gold (PHYS) stake by 0.17% in Q1 2026, selling an estimated $22.4K and leaving 347,932 shares worth $12.3M. The position accounts for 0.26% of the portfolio, ranked #87.

Ancora Advisors first reported a position in PHYS in Q2 2013 and has held it in 51 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Ancora Advisors held 347,932 shares of Sprott Physical Gold worth $12.3M as of Q1 2026.
Ancora Advisors sold 606 Sprott Physical Gold shares in Q1 2026, an estimated $22.4K.
Sprott Physical Gold made up 0.26% of Ancora Advisors's portfolio in Q1 2026, its #87 holding.
Ancora Advisors first reported a position in Sprott Physical Gold in Q2 2013 and has held it in 51 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.