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IFG Advisory’s Sprott Physical Gold PHYS Stock Holding History

IFG Advisory’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 		– Sell
-16,072
Closed -$531K – 727
2025
Q4 		$531K Buy
16,072
+544
+4% +$17.2K 0.02% 493
2025
Q3 		$460K Buy
15,528
+3,920
+34% +$104K 0.02% 512
2025
Q2 		$294K Hold
11,608
– – 0.01% 613
2025
Q1 		$279K Buy
11,608
+459
+4% +$10.2K 0.02% 581
2024
Q4 		$225K Hold
11,149
– – 0.01% 614
2024
Q3 		$227K Hold
11,149
– – 0.01% 360
2024
Q2 		$201K Hold
11,149
– – 0.01% 598
2024
Q1 		$193K Hold
11,149
– – 0.01% 352
2023
Q4 		$178K Buy
+11,149
New +$171K 0.01% 562

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

IFG Advisory's PHYS Position: Q1 2026 in Review

IFG Advisory sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 16,072 shares — an estimated $531K sold.

IFG Advisory first reported a position in PHYS in Q4 2023 and held it in 9 quarters. The position peaked at $531K in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • IFG Advisory reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 16,072 Sprott Physical Gold shares in Q1 2026, an estimated $531K.
  • IFG Advisory first reported a position in Sprott Physical Gold in Q4 2023 and held it in 9 quarters.
  • IFG Advisory's Sprott Physical Gold position peaked at $531K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.