JESC
PHYS icon

J.E. Simmons & Co’s Sprott Physical Gold PHYS Stock Holding History

J.E. Simmons & Co’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 		$293K Hold
9,700
– – 0.16% 56
2026
Q1 		$344K Buy
9,700
+200
+2% +$7.4K 0.23% 46
2025
Q4 		$314K Buy
+9,500
New +$301K 0.2% 50

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

J.E. Simmons & Co's PHYS Position: Q2 2026 in Review

J.E. Simmons & Co held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 9,700 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #56.

J.E. Simmons & Co first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • J.E. Simmons & Co held 9,700 shares of Sprott Physical Gold worth $293K as of Q2 2026.
  • J.E. Simmons & Co left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.16% of J.E. Simmons & Co's portfolio in Q2 2026, its #56 holding.
  • J.E. Simmons & Co first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's Sprott Physical Gold position peaked at $344K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.