Caitlin John’s Sprott Physical Gold PHYS Stock Holding History

Caitlin John’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	$8.86K	Buy	250 +50	+25%	+$1.85K	0.01%	538
2025 Q4	$6.6K	Hold	200	–	–	﹤0.01%	597
2025 Q3	$5.92K	Buy	+200	New	+$5.31K	﹤0.01%	570
2025 Q1	–	Sell	-600	Closed	-$12.1K	–	608
2024 Q4	$12.1K	Hold	600	–	–	0.01%	452
2024 Q3	$11.9K	Buy	600 +100	+20%	+$1.92K	0.01%	466
2024 Q2	$9.03K	Buy	500 +200	+67%	+$3.63K	0.01%	475
2024 Q1	$5.19K	Hold	300	–	–	﹤0.01%	561
2023 Q4	$4.78K	Buy	+300	New	+$4.61K	﹤0.01%	563

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

Caitlin John's PHYS Position: Q1 2026 in Review

Caitlin John increased its Sprott Physical Gold (PHYS) stake by 25% in Q1 2026, buying an estimated $1.85K and bringing the position to 250 shares worth $8.86K. The position accounts for 0.01% of the portfolio, ranked #538.

Caitlin John first reported a position in PHYS in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.1K in Q4 2024. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Caitlin John held 250 shares of Sprott Physical Gold worth $8.86K as of Q1 2026.
Caitlin John bought 50 Sprott Physical Gold shares in Q1 2026, an estimated $1.85K.
Sprott Physical Gold made up 0.01% of Caitlin John's portfolio in Q1 2026, its #538 holding.
Caitlin John first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Sprott Physical Gold position peaked at $12.1K in Q4 2024.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.