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IFP Advisors’s Sprott Physical Gold PHYS Stock Holding History

IFP 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
Q2 		$1.38M Buy
45,615
+13,579
+42% +$463K 0.02% 614
2026
Q1 		$1.14M Buy
32,036
+628
+2% +$23.2K 0.02% 635
2025
Q4 		$1.04M Buy
31,408
+61
+0.2% +$1.93K 0.02% 645
2025
Q3 		$928K Buy
31,347
+6,795
+28% +$180K 0.02% 627
2025
Q2 		$622K Sell
24,552
-13,207
-35% -$332K 0.02% 743
2025
Q1 		$908K Buy
37,759
+10,872
+40% +$241K 0.03% 584
2024
Q4 		$542K Sell
26,887
-128
-0.5% -$2.63K 0.02% 706
2024
Q3 		$551K Sell
27,015
-2,524
-9% -$48.6K 0.02% 664
2024
Q2 		$533K Hold
29,539
– – 0.02% 633
2024
Q1 		$511K Hold
29,539
– – 0.02% 599
2023
Q4 		$471K Sell
29,539
-7,985
-21% -$123K 0.02% 599
2023
Q3 		$537K Sell
37,524
-3,391
-8% -$50.9K 0.02% 562
2023
Q2 		$610K Buy
40,915
+1,331
+3% +$20.6K 0.03% 587
2023
Q1 		$417K Sell
39,584
-27,363
-41% -$401K 0.02% 656
2022
Q4 		$714K Sell
66,947
-39,520
-37% -$528K 0.02% 748
2022
Q3 		$1.14M Sell
106,467
-28,049
-21% -$377K 0.03% 597
2022
Q2 		$1.43M Hold
134,516
– – 0.05% 468
2022
Q1 		$1.43M Buy
+134,516
New +$2M 0.05% 468
2019
Q1 		– Sell
-8,233
Closed -$85K – 3131
2018
Q4 		$85K Sell
8,233
-1,804
-18% -$17.8K 0.01% 1290
2018
Q3 		$96K Sell
10,037
-7,013
-41% -$68.5K ﹤0.01% 1495
2018
Q2 		$174K Buy
17,050
+14,312
+523% +$152K 0.01% 1143
2018
Q1 		$29K Hold
2,738
– – ﹤0.01% 2160
2017
Q4 		$29K Sell
2,738
-1,156
-30% -$12K ﹤0.01% 2186
2017
Q3 		$41K Sell
3,894
-179
-4% -$1.87K ﹤0.01% 2114
2017
Q2 		$41K Sell
4,073
-3,421
-46% -$35.2K ﹤0.01% 2102
2017
Q1 		$77K Buy
7,494
+691
+10% +$6.92K ﹤0.01% 1670
2016
Q4 		$64K Sell
6,803
-14,233
-68% -$143K ﹤0.01% 1739
2016
Q3 		$230K Buy
21,036
+3,757
+22% +$41.6K 0.01% 938
2016
Q2 		$190K Buy
+17,279
New +$181K 0.01% 993
2016
Q1 		– Sell
-2,369
Closed -$21K – 3132
2015
Q4 		$21K Buy
+2,369
New +$21.5K ﹤0.01% 2139

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

IFP Advisors's PHYS Position: Q2 2026 in Review

IFP Advisors increased its Sprott Physical Gold (PHYS) stake by 42% in Q2 2026, buying an estimated $463K and bringing the position to 45,615 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #614.

IFP Advisors first reported a position in PHYS in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.43M in Q2 2022. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • IFP Advisors held 45,615 shares of Sprott Physical Gold worth $1.38M as of Q2 2026.
  • IFP Advisors bought 13,579 Sprott Physical Gold shares in Q2 2026, an estimated $463K.
  • Sprott Physical Gold made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #614 holding.
  • IFP Advisors first reported a position in Sprott Physical Gold in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's Sprott Physical Gold position peaked at $1.43M in Q2 2022.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.