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Kovack Advisors’s Sprott Physical Gold PHYS Stock Holding History

Kovack Advisors’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 		$386K Buy
12,737
+4,183
+49% +$143K 0.02% 714
2026
Q1 		$307K Sell
8,554
-21,000
-71% -$777K 0.02% 748
2025
Q4 		$976K Buy
+29,554
New +$935K 0.05% 387
2021
Q2 		– Sell
-24,947
Closed -$335K – 737
2021
Q1 		$335K Buy
+24,947
New +$354K 0.04% 417

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

Kovack Advisors's PHYS Position: Q2 2026 in Review

Kovack Advisors increased its Sprott Physical Gold (PHYS) stake by 49% in Q2 2026, buying an estimated $143K and bringing the position to 12,737 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #714.

Kovack Advisors first reported a position in PHYS in Q1 2021 and has held it in 4 quarters since. The position peaked at $976K in Q4 2025. 653 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Kovack Advisors held 12,737 shares of Sprott Physical Gold worth $386K as of Q2 2026.
  • Kovack Advisors bought 4,183 Sprott Physical Gold shares in Q2 2026, an estimated $143K.
  • Sprott Physical Gold made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #714 holding.
  • Kovack Advisors first reported a position in Sprott Physical Gold in Q1 2021 and has held it in 4 quarters since.
  • Kovack Advisors's Sprott Physical Gold position peaked at $976K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.