Jones Financial Companies
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Jones Financial Companies’s Sprott Physical Gold PHYS Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-2,172
Closed -$71.7K – 4871
2025
Q4 		$71.7K Buy
+2,172
New +$68.8K ﹤0.01% 2362
2025
Q1 		– Sell
-1,925
Closed -$38.8K – 3824
2024
Q4 		$38.8K Buy
+1,925
New +$39.6K ﹤0.01% 1978

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jones Financial Companies's PHYS Position: Q1 2026 in Review

Jones Financial Companies sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 2,172 shares — an estimated $71.7K sold.

Jones Financial Companies first reported a position in PHYS in Q4 2024 and held it in 2 quarters. The position peaked at $71.7K in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Jones Financial Companies reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 2,172 Sprott Physical Gold shares in Q1 2026, an estimated $71.7K.
  • Jones Financial Companies first reported a position in Sprott Physical Gold in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's Sprott Physical Gold position peaked at $71.7K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.