IFG
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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
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

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

Independent Financial Group's PHYS Position: Q2 2026 in Review

Independent Financial Group increased its Sprott Physical Gold (PHYS) stake by 2.7% in Q2 2026, buying an estimated $17.1K and bringing the position to 19,275 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #930.

Independent Financial Group first reported a position in PHYS in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.3M in Q4 2024. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Independent Financial Group held 19,275 shares of Sprott Physical Gold worth $582K as of Q2 2026.
  • Independent Financial Group bought 500 Sprott Physical Gold shares in Q2 2026, an estimated $17.1K.
  • Sprott Physical Gold made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #930 holding.
  • Independent Financial Group first reported a position in Sprott Physical Gold in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Sprott Physical Gold position peaked at $10.3M in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.