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IHT Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

IHT Wealth Management’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 		$3.26M Buy
91,873
+18,707
+26% +$692K 0.08% 257
2025
Q4 		$2.42M Buy
73,166
+5,323
+8% +$168K 0.06% 299
2025
Q3 		$2.01M Buy
67,843
+6
+0% +$159 0.05% 335
2025
Q2 		$1.72M Sell
67,837
-658
-1% -$16.5K 0.05% 348
2025
Q1 		$1.65M Buy
68,495
+5,235
+8% +$116K 0.05% 331
2024
Q4 		$1.27M Sell
63,260
-13,756
-18% -$283K 0.04% 374
2024
Q3 		$1.57M Buy
77,016
+3,038
+4% +$58.4K 0.04% 379
2024
Q2 		$1.34M Buy
73,978
+12,100
+20% +$219K 0.05% 352
2024
Q1 		$1.07M Sell
61,878
-305
-0.5% -$4.89K 0.04% 398
2023
Q4 		$991K Buy
62,183
+4,267
+7% +$65.6K 0.04% 390
2023
Q3 		$829K Buy
57,916
+2,866
+5% +$43K 0.04% 399
2023
Q2 		$821K Buy
55,050
+3,132
+6% +$48.4K 0.04% 388
2023
Q1 		$803K Buy
51,918
+9,298
+22% +$136K 0.05% 358
2022
Q4 		$601K Buy
42,620
+8,588
+25% +$115K 0.04% 437
2022
Q3 		$436K Buy
34,032
+3,565
+12% +$48K 0.03% 493
2022
Q2 		$432K Buy
30,467
+4,225
+16% +$62.3K 0.04% 427
2022
Q1 		$403K Buy
26,242
+5,585
+27% +$82.8K 0.03% 482
2021
Q4 		$297K Buy
20,657
+7,800
+61% +$110K 0.02% 617
2021
Q3 		$177K Sell
12,857
-100
-0.8% -$1.42K 0.01% 748
2021
Q2 		$182K Buy
+12,957
New +$186K 0.01% 883
2019
Q1 		– Sell
-15,494
Closed -$160K – 535
2018
Q4 		$160K Sell
15,494
-5
-0% -$49 0.03% 439
2018
Q3 		$148K Sell
15,499
-92
-0.6% -$899 0.03% 410
2018
Q2 		$159K Sell
15,591
-4,387
-22% -$46.6K 0.04% 391
2018
Q1 		$218K Hold
19,978
– – 0.06% 331
2017
Q4 		$215K Buy
19,978
+1,425
+8% +$14.8K 0.06% 335
2017
Q3 		$194K Sell
18,553
-632
-3% -$6.59K 0.08% 251
2017
Q2 		$429 Hold
19,185
– – 0.21% 118
2017
Q1 		$198K Hold
19,185
– – 0.13% 176
2016
Q4 		$181K Buy
+19,185
New +$192K 0.14% 181

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

IHT Wealth Management's PHYS Position: Q1 2026 in Review

IHT Wealth Management increased its Sprott Physical Gold (PHYS) stake by 26% in Q1 2026, buying an estimated $692K and bringing the position to 91,873 shares worth $3.26M. The position accounts for 0.08% of the portfolio, ranked #257.

IHT Wealth Management first reported a position in PHYS in Q4 2016 and has held it in 29 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • IHT Wealth Management held 91,873 shares of Sprott Physical Gold worth $3.26M as of Q1 2026.
  • IHT Wealth Management bought 18,707 Sprott Physical Gold shares in Q1 2026, an estimated $692K.
  • Sprott Physical Gold made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #257 holding.
  • IHT Wealth Management first reported a position in Sprott Physical Gold in Q4 2016 and has held it in 29 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.