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Larson Financial Group’s Sprott Physical Gold PHYS Stock Holding History

Larson 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
Q1 		$2.07M Buy
58,322
+646
+1% +$23.9K 0.07% 233
2025
Q4 		$1.9M Buy
57,676
+2,737
+5% +$86.6K 0.06% 241
2025
Q3 		$1.63M Sell
54,939
-32,594
-37% -$865K 0.06% 246
2025
Q2 		$2.22M Sell
87,533
-10,440
-11% -$262K 0.09% 200
2025
Q1 		$2.36M Buy
97,973
+230
+0.2% +$5.1K 0.11% 164
2024
Q4 		$1.97M Hold
97,743
– – 0.1% 174
2024
Q3 		$1.99M Buy
97,743
+79,491
+436% +$1.53M 0.11% 161
2024
Q2 		$330K Sell
18,252
-1,633
-8% -$29.6K 0.02% 350
2024
Q1 		$344K Buy
19,885
+4,410
+28% +$70.7K 0.03% 288
2023
Q4 		$247K Hold
15,475
– – 0.02% 304
2023
Q3 		$222K Buy
15,475
+1,010
+7% +$15.2K 0.02% 302
2023
Q2 		$216K Hold
14,465
– – 0.02% 305
2023
Q1 		$224K Hold
14,465
– – 0.02% 299
2022
Q4 		$204K Hold
14,465
– – 0.02% 300
2022
Q3 		$185K Hold
14,465
– – 0.03% 276
2022
Q2 		$205K Sell
14,465
-1
-0% -$15 0.04% 187
2022
Q1 		$222K Sell
14,466
-3
-0% -$44 0.04% 191
2021
Q4 		$208K Sell
14,469
-500
-3% -$7.06K 0.03% 191
2021
Q3 		$207K Hold
14,969
– – 0.04% 148
2021
Q2 		$210K Hold
14,969
– – 0.05% 123
2021
Q1 		$201K Hold
14,969
– – 0.06% 109
2020
Q4 		$226K Hold
14,969
– – 0.08% 89
2020
Q3 		$225K Buy
14,969
+1,969
+15% +$30.1K 0.09% 85
2020
Q2 		$186K Buy
+13,000
New +$179K 0.09% 100

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

Larson Financial Group's PHYS Position: Q1 2026 in Review

Larson Financial Group increased its Sprott Physical Gold (PHYS) stake by 1.1% in Q1 2026, buying an estimated $23.9K and bringing the position to 58,322 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #233.

Larson Financial Group first reported a position in PHYS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.36M in Q1 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Larson Financial Group held 58,322 shares of Sprott Physical Gold worth $2.07M as of Q1 2026.
  • Larson Financial Group bought 646 Sprott Physical Gold shares in Q1 2026, an estimated $23.9K.
  • Sprott Physical Gold made up 0.07% of Larson Financial Group's portfolio in Q1 2026, its #233 holding.
  • Larson Financial Group first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Sprott Physical Gold position peaked at $2.36M in Q1 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

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