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Empire Financial Management Company’s Sprott Physical Gold PHYS Stock Holding History

Empire Financial Management Company’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 		$5.06M Buy
167,721
+2,214
+1% +$75.5K 2% 10
2026
Q1 		$5.87M Buy
165,507
+4,281
+3% +$158K 1.33% 19
2025
Q4 		$5.32M Sell
161,226
-26,538
-14% -$840K 1.16% 18
2025
Q3 		$5.56M Buy
187,764
+4,248
+2% +$113K 1.27% 15
2025
Q2 		$4.65M Buy
183,516
+4,918
+3% +$124K 1.34% 18
2025
Q1 		$4.3M Buy
178,598
+4,502
+3% +$99.8K 1.33% 16
2024
Q4 		$3.51M Buy
174,096
+7,472
+4% +$154K 1.09% 24
2024
Q3 		$3.4M Buy
166,624
+3,051
+2% +$58.7K 1.04% 26
2024
Q2 		$2.95M Buy
163,573
+7,265
+5% +$132K 0.98% 29
2024
Q1 		$2.7M Buy
156,308
+21,753
+16% +$349K 0.89% 31
2023
Q4 		$2.14M Buy
134,555
+7,600
+6% +$117K 0.84% 35
2023
Q3 		$1.82M Sell
126,955
-4,289
-3% -$64.4K 0.79% 39
2023
Q2 		$1.96M Buy
131,244
+5,297
+4% +$81.8K 0.78% 41
2023
Q1 		$1.95M Buy
+125,947
New +$1.85M 0.79% 39

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

Empire Financial Management Company's PHYS Position: Q2 2026 in Review

Empire Financial Management Company increased its Sprott Physical Gold (PHYS) stake by 1.3% in Q2 2026, buying an estimated $75.5K and bringing the position to 167,721 shares worth $5.06M. The position accounts for 2% of the portfolio, ranked #10.

Empire Financial Management Company first reported a position in PHYS in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.87M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Empire Financial Management Company held 167,721 shares of Sprott Physical Gold worth $5.06M as of Q2 2026.
  • Empire Financial Management Company bought 2,214 Sprott Physical Gold shares in Q2 2026, an estimated $75.5K.
  • Sprott Physical Gold made up 2% of Empire Financial Management Company's portfolio in Q2 2026, its #10 holding.
  • Empire Financial Management Company first reported a position in Sprott Physical Gold in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Sprott Physical Gold position peaked at $5.87M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.