IFS
PHYS icon

Intelligent Financial Strategies’s Sprott Physical Gold PHYS Stock Holding History

Intelligent Financial Strategies’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 		$45.8K Hold
1,518
– – 0.02% 48
2026
Q1 		$53.8K Hold
1,518
– – 0.03% 49
2025
Q4 		$50.1K Hold
1,518
– – 0.02% 54
2025
Q3 		$45K Hold
1,518
– – 0.02% 54
2025
Q2 		$38.5K Buy
+1,518
New +$38.1K 0.02% 63

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Intelligent Financial Strategies's PHYS Position: Q2 2026 in Review

Intelligent Financial Strategies held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 1,518 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #48.

Intelligent Financial Strategies first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.8K in Q1 2026. 290 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Intelligent Financial Strategies held 1,518 shares of Sprott Physical Gold worth $45.8K as of Q2 2026.
  • Intelligent Financial Strategies left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.02% of Intelligent Financial Strategies's portfolio in Q2 2026, its #48 holding.
  • Intelligent Financial Strategies first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • Intelligent Financial Strategies's Sprott Physical Gold position peaked at $53.8K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.