Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Sprott Physical Gold PHYS Stock Holding History

Cambridge Investment Research 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 		$109M Buy
3,082,329
+47,028
+2% +$1.74M 0.28% 58
2025
Q4 		$100M Buy
3,035,301
+407,271
+15% +$12.9M 0.26% 61
2025
Q3 		$77.8M Buy
2,628,030
+122,982
+5% +$3.27M 0.21% 79
2025
Q2 		$63.5M Buy
2,505,048
+137,871
+6% +$3.46M 0.19% 92
2025
Q1 		$57M Buy
2,367,177
+66,054
+3% +$1.46M 0.19% 97
2024
Q4 		$46.3M Sell
2,301,123
-126,789
-5% -$2.61M 0.15% 118
2024
Q3 		$49.5M Buy
2,427,912
+156,542
+7% +$3.01M 0.17% 112
2024
Q2 		$41M Buy
2,271,370
+518,649
+30% +$9.41M 0.15% 121
2024
Q1 		$30.3M Buy
1,752,721
+48,520
+3% +$778K 0.12% 162
2023
Q4 		$27.1M Sell
1,704,201
-58,546
-3% -$900K 0.12% 168
2023
Q3 		$25.2M Buy
1,762,747
+95,004
+6% +$1.43M 0.12% 172
2023
Q2 		$24.9M Buy
1,667,743
+175,163
+12% +$2.71M 0.11% 180
2023
Q1 		$23.1M Buy
1,492,580
+848,053
+132% +$12.4M 0.11% 190
2022
Q4 		$9.09M Sell
644,527
-26,024
-4% -$347K 0.05% 392
2022
Q3 		$8.58M Sell
670,551
-18,308
-3% -$246K 0.05% 366
2022
Q2 		$9.77M Buy
688,859
+59,251
+9% +$873K 0.05% 340
2022
Q1 		$9.68M Buy
629,608
+116,515
+23% +$1.73M 0.04% 384
2021
Q4 		$7.37M Sell
513,093
-1,280
-0.2% -$18.1K 0.03% 491
2021
Q3 		$7.1M Buy
514,373
+196,334
+62% +$2.78M 0.04% 470
2021
Q2 		$4.46M Buy
318,039
+33,157
+12% +$477K 0.02% 678
2021
Q1 		$3.82M Sell
284,882
-54,412
-16% -$771K 0.02% 678
2020
Q4 		$5.12M Buy
339,294
+42,353
+14% +$629K 0.03% 518
2020
Q3 		$4.47M Buy
296,941
+93,121
+46% +$1.42M 0.03% 498
2020
Q2 		$2.92M Sell
203,820
-21,990
-10% -$303K 0.02% 622
2020
Q1 		$2.96M Sell
225,810
-1,132
-0.5% -$14.4K 0.03% 526
2019
Q4 		$2.76M Buy
226,942
+6,403
+3% +$76.2K 0.02% 652
2019
Q3 		$2.61M Sell
220,539
-6,145
-3% -$72.7K 0.02% 648
2019
Q2 		$2.57M Buy
226,684
+13,626
+6% +$143K 0.02% 626
2019
Q1 		$2.23M Buy
213,058
+37,253
+21% +$393K 0.02% 672
2018
Q4 		$1.81M Buy
175,805
+54,421
+45% +$537K 0.02% 672
2018
Q3 		$1.16M Buy
121,384
+6,931
+6% +$67.7K 0.01% 947
2018
Q2 		$1.17M Sell
114,453
-7,410
-6% -$78.7K 0.01% 895
2018
Q1 		$1.31M Buy
121,863
+26,350
+28% +$285K 0.01% 803
2017
Q4 		$1.01M Buy
95,513
+6,510
+7% +$67.7K 0.01% 903
2017
Q3 		$929K Sell
89,003
-111
-0.1% -$1.16K 0.01% 876
2017
Q2 		$903K Sell
89,114
-71,181
-44% -$732K 0.01% 856
2017
Q1 		$1.64M Buy
160,295
+2,179
+1% +$21.8K 0.03% 516
2016
Q4 		$1.49M Buy
158,116
+9,286
+6% +$93.1K 0.03% 527
2016
Q3 		$1.63M Buy
148,830
+25,629
+21% +$284K 0.03% 489
2016
Q2 		$1.35M Buy
123,201
+73,163
+146% +$766K 0.03% 483
2016
Q1 		$506K Buy
50,038
+24,572
+96% +$240K 0.01% 888
2015
Q4 		$222K Buy
25,466
+5,730
+29% +$52K 0.01% 1305
2015
Q3 		$181K Sell
19,736
-2,450
-11% -$22.7K 0.01% 1281
2015
Q2 		$214K Buy
22,186
+2,824
+15% +$27.8K 0.01% 1250
2015
Q1 		$189K Sell
19,362
-100
-0.5% -$1.01K 0.01% 1266
2014
Q4 		$190K Buy
19,462
+925
+5% +$9.18K 0.01% 1227
2014
Q3 		$185K Sell
18,537
-1,140
-6% -$12.1K 0.01% 1322
2014
Q2 		$217K Buy
19,677
+5,605
+40% +$60K 0.01% 1161
2014
Q1 		$150K Buy
14,072
+3,075
+28% +$33.1K 0.01% 1193
2013
Q4 		$110K Buy
+10,997
New +$116K ﹤0.01% 1168

Other funds holding PHYS

Royal Bank of Canada
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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's PHYS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Sprott Physical Gold (PHYS) stake by 1.5% in Q1 2026, buying an estimated $1.74M and bringing the position to 3,082,329 shares worth $109M. The position accounts for 0.28% of the portfolio, ranked #58.

Cambridge Investment Research Advisors first reported a position in PHYS in Q4 2013 and has held it in 50 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Cambridge Investment Research Advisors held 3,082,329 shares of Sprott Physical Gold worth $109M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 47,028 Sprott Physical Gold shares in Q1 2026, an estimated $1.74M.
  • Sprott Physical Gold made up 0.28% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #58 holding.
  • Cambridge Investment Research Advisors first reported a position in Sprott Physical Gold in Q4 2013 and has held it in 50 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.