IFG
PHYS icon

Independent Financial Group’s Sprott Physical Gold PHYS Stock Holding History

Independent Financial Group’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
Q3 		$747K Buy
23,886
+4,611
+24% +$149K 0.01% 801
2026
Q2 		$582K Buy
19,275
+500
+3% +$17.1K 0.01% 930
2026
Q1 		$665K Sell
18,775
-834
-4% -$30.9K 0.01% 786
2025
Q4 		$647K Buy
19,609
+1,045
+6% +$33.1K 0.01% 773
2025
Q3 		$550K Buy
18,564
+2,213
+14% +$58.8K 0.01% 812
2025
Q2 		$414K Sell
16,351
-118,804
-88% -$2.99M 0.01% 862
2025
Q1 		$3.25M Sell
135,155
-378,592
-74% -$8.39M 0.11% 184
2024
Q4 		$10.3M Buy
513,747
+22,014
+4% +$453K 0.34% 47
2024
Q3 		$10M Buy
491,733
+17,798
+4% +$342K 0.37% 43
2024
Q2 		$8.56M Sell
473,935
-202
-0% -$3.66K 0.34% 50
2024
Q1 		$8.2M Sell
474,137
-13,269
-3% -$213K 0.38% 44
2023
Q4 		$7.76M Buy
487,406
+12,567
+3% +$193K 0.42% 36
2023
Q3 		$6.8M Sell
474,839
-1,533
-0.3% -$23K 0.44% 33
2023
Q2 		$7.11M Buy
476,372
+7,543
+2% +$117K 0.49% 26
2023
Q1 		$7.25M Buy
468,829
+11,861
+3% +$174K 0.58% 21
2022
Q4 		$6.44M Buy
456,968
+5,096
+1% +$68K 0.55% 23
2022
Q3 		$5.78M Buy
451,872
+4,787
+1% +$64.4K 0.52% 24
2022
Q2 		$6.34M Buy
447,085
+797
+0.2% +$11.7K 0.68% 21
2022
Q1 		$6.86M Sell
446,288
-13,067
-3% -$194K 0.56% 25
2021
Q4 		$6.6M Sell
459,355
-2,046
-0.4% -$28.9K 0.55% 25
2021
Q3 		$6.37M Sell
461,401
-6,227
-1% -$88.1K 0.65% 20
2021
Q2 		$6.56M Sell
467,628
-9,364
-2% -$135K 0.7% 17
2021
Q1 		$6.4M Buy
476,992
+6,724
+1% +$95.3K 0.83% 13
2020
Q4 		$7.1M Buy
470,268
+20,863
+5% +$310K 1.05% 9
2020
Q3 		$6.76M Buy
449,405
+28,733
+7% +$439K 1.27% 9
2020
Q2 		$6.02M Buy
420,672
+23,541
+6% +$325K 1.32% 8
2020
Q1 		$5.21M Buy
+397,131
New +$5.05M 1.53% 9

Other funds holding PHYS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Independent Financial Group's PHYS Position: Q3 2026 in Review

Independent Financial Group increased its Sprott Physical Gold (PHYS) stake by 24% in Q3 2026, buying an estimated $149K and bringing the position to 23,886 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #801.

Independent Financial Group first reported a position in PHYS in Q1 2020 and has held it in 27 quarters since. The position peaked at $10.3M in Q4 2024. 48 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Independent Financial Group held 23,886 shares of Sprott Physical Gold worth $747K as of Q3 2026.
  • Independent Financial Group bought 4,611 Sprott Physical Gold shares in Q3 2026, an estimated $149K.
  • Sprott Physical Gold made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #801 holding.
  • Independent Financial Group first reported a position in Sprott Physical Gold in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Sprott Physical Gold position peaked at $10.3M in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.