Benjamin Edwards Inc’s Sprott Physical Gold PHYS Stock Holding History

Benjamin Edwards Inc’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	$1.14M	Sell	37,660 -1,865	-5%	-$63.6K	0.01%	750
2026 Q1	$1.4M	Sell	39,525 -900	-2%	-$33.3K	0.01%	650
2025 Q4	$1.33M	Sell	40,425 -4,986	-11%	-$158K	0.01%	617
2025 Q3	$1.35M	Buy	45,411 +3,006	+7%	+$79.8K	0.02%	599
2025 Q2	$1.07M	Buy	+42,405	New	+$1.07M	0.01%	604
2024 Q3	–	Sell	-1,206	Closed	-$22K	–	1171
2024 Q2	$22K	Buy	1,206 +556	+86%	+$10.1K	﹤0.01%	581
2024 Q1	$11K	Hold	650	–	–	﹤0.01%	636
2023 Q4	$10K	Buy	+650	New	+$9.99K	﹤0.01%	586

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

Benjamin Edwards Inc's PHYS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Sprott Physical Gold (PHYS) stake by 4.7% in Q2 2026, selling an estimated $63.6K and leaving 37,660 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #750.

Benjamin Edwards Inc first reported a position in PHYS in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2026. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Benjamin Edwards Inc held 37,660 shares of Sprott Physical Gold worth $1.14M as of Q2 2026.
Benjamin Edwards Inc sold 1,865 Sprott Physical Gold shares in Q2 2026, an estimated $63.6K.
Sprott Physical Gold made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #750 holding.
Benjamin Edwards Inc first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 8 quarters since.
Benjamin Edwards Inc's Sprott Physical Gold position peaked at $1.4M in Q1 2026.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.