HPC
PHYS icon

HM Payson & Co’s Sprott Physical Gold PHYS Stock Holding History

HM Payson & Co’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 		$377K Buy
12,504
+1,600
+15% +$54.6K 0.01% 336
2026
Q1 		$386K Sell
10,904
-1,250
-10% -$46.2K 0.01% 331
2025
Q4 		$401K Hold
12,154
– – 0.01% 321
2025
Q3 		$360K Buy
12,154
+10,500
+635% +$279K 0.01% 340
2025
Q2 		$41.9K Hold
1,654
– – ﹤0.01% 674
2025
Q1 		$39.8K Hold
1,654
– – ﹤0.01% 681
2024
Q4 		$33.3K Hold
1,654
– – ﹤0.01% 704
2024
Q3 		$33.7K Sell
1,654
-800
-33% -$15.4K ﹤0.01% 695
2024
Q2 		$44.3K Hold
2,454
– – ﹤0.01% 622
2024
Q1 		$42.5K Sell
2,454
-1,400
-36% -$22.4K ﹤0.01% 624
2023
Q4 		$61.4K Buy
3,854
+2,200
+133% +$33.8K ﹤0.01% 555
2023
Q3 		$23.7K Hold
1,654
– – ﹤0.01% 710
2023
Q2 		$24.7K Hold
1,654
– – ﹤0.01% 692
2023
Q1 		$25.6K Hold
1,654
– – ﹤0.01% 676
2022
Q4 		$23.3K Sell
1,654
-42,000
-96% -$561K ﹤0.01% 657
2022
Q3 		$559K Buy
43,654
+42,000
+2,539% +$565K 0.02% 234
2022
Q2 		$23K Hold
1,654
– – ﹤0.01% 694
2022
Q1 		$25K Hold
1,654
– – ﹤0.01% 705
2021
Q4 		$24K Hold
1,654
– – ﹤0.01% 735
2021
Q3 		$23K Hold
1,654
– – ﹤0.01% 721
2021
Q2 		$23K Hold
1,654
– – ﹤0.01% 717
2021
Q1 		$22K Hold
1,654
– – ﹤0.01% 738
2020
Q4 		$25K Hold
1,654
– – ﹤0.01% 730
2020
Q3 		$25K Hold
1,654
– – ﹤0.01% 696
2020
Q2 		$24K Hold
1,654
– – ﹤0.01% 649
2020
Q1 		$22K Hold
1,654
– – ﹤0.01% 625
2019
Q4 		$20K Hold
1,654
– – ﹤0.01% 718
2019
Q3 		$20K Hold
1,654
– – ﹤0.01% 728
2019
Q2 		$19K Buy
+1,654
New +$17.3K ﹤0.01% 734

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

HM Payson & Co's PHYS Position: Q2 2026 in Review

HM Payson & Co increased its Sprott Physical Gold (PHYS) stake by 15% in Q2 2026, buying an estimated $54.6K and bringing the position to 12,504 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #336.

HM Payson & Co first reported a position in PHYS in Q2 2019 and has held it in 29 quarters since. The position peaked at $559K in Q3 2022. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • HM Payson & Co held 12,504 shares of Sprott Physical Gold worth $377K as of Q2 2026.
  • HM Payson & Co bought 1,600 Sprott Physical Gold shares in Q2 2026, an estimated $54.6K.
  • Sprott Physical Gold made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #336 holding.
  • HM Payson & Co first reported a position in Sprott Physical Gold in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's Sprott Physical Gold position peaked at $559K in Q3 2022.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.