Independent Family Office’s Sprott Physical Gold PHYS Stock Holding History

Independent Family Office’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	$1.55M	Hold	51,316	–	–	0.62%	25
2026 Q1	$1.82M	Hold	51,316	–	–	0.75%	21
2025 Q4	$1.69M	Hold	51,316	–	–	0.71%	25
2025 Q3	$1.52M	Hold	51,316	–	–	0.64%	24
2025 Q2	$1.3M	Sell	51,316 -17,075	-25%	-$429K	0.6%	30
2025 Q1	$1.65M	Hold	68,391	–	–	0.87%	18
2024 Q4	$1.38M	Hold	68,391	–	–	0.72%	25
2024 Q3	$1.39M	Hold	68,391	–	–	0.7%	27
2024 Q2	$1.24M	Hold	68,391	–	–	0.7%	24
2024 Q1	$1.18M	Hold	68,391	–	–	0.64%	27
2023 Q4	$1.09M	Hold	68,391	–	–	0.62%	30
2023 Q3	$979K	Hold	68,391	–	–	0.61%	31
2023 Q2	$1.02M	Hold	68,391	–	–	0.62%	31
2023 Q1	$1.06M	Hold	68,391	–	–	0.61%	32
2022 Q4	$964K	Hold	68,391	–	–	0.58%	31
2022 Q3	$875K	Hold	68,391	–	–	0.43%	33
2022 Q2	$970K	Hold	68,391	–	–	0.48%	28
2022 Q1	$1.05M	Hold	68,391	–	–	0.34%	30
2021 Q4	$982K	Hold	68,391	–	–	0.37%	28
2021 Q3	$944K	Hold	68,391	–	–	0.39%	21
2021 Q2	$960K	Hold	68,391	–	–	0.37%	24
2021 Q1	$917K	Buy	68,391 +5,767	+9%	+$81.7K	0.36%	24
2020 Q4	$945K	Buy	62,624 +16,796	+37%	+$250K	0.39%	24
2020 Q3	$690K	Buy	45,828 +21,725	+90%	+$332K	0.33%	29
2020 Q2	$345K	Buy	+24,103	New	+$332K	0.18%	47

Other funds holding PHYS

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 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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Family Office's PHYS Position: Q2 2026 in Review

Independent Family Office held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 51,316 shares worth $1.55M. The position accounts for 0.62% of the portfolio, ranked #25.

Independent Family Office first reported a position in PHYS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.82M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Independent Family Office held 51,316 shares of Sprott Physical Gold worth $1.55M as of Q2 2026.
Independent Family Office left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.62% of Independent Family Office's portfolio in Q2 2026, its #25 holding.
Independent Family Office first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 25 quarters since.
Independent Family Office's Sprott Physical Gold position peaked at $1.82M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.