CJ
PHYS icon

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
Q2 		$9.05K Buy
300
+50
+20% +$1.71K ﹤0.01% 613
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
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caitlin John's PHYS Position: Q2 2026 in Review

Caitlin John increased its Sprott Physical Gold (PHYS) stake by 20% in Q2 2026, buying an estimated $1.71K and bringing the position to 300 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Caitlin John first reported a position in PHYS in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.1K in Q4 2024. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Caitlin John held 300 shares of Sprott Physical Gold worth $9.05K as of Q2 2026.
  • Caitlin John bought 50 Sprott Physical Gold shares in Q2 2026, an estimated $1.71K.
  • Sprott Physical Gold made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #613 holding.
  • Caitlin John first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Sprott Physical Gold position peaked at $12.1K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.