LPL Financial
PHYS icon

LPL Financial’s Sprott Physical Gold PHYS Stock Holding History

LPL Financial’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 		$83.7M Buy
2,361,598
+40,893
+2% +$1.51M 0.02% 670
2025
Q4 		$76.6M Buy
2,320,705
+389,187
+20% +$12.3M 0.02% 669
2025
Q3 		$57.2M Buy
1,931,518
+269,612
+16% +$7.16M 0.02% 784
2025
Q2 		$42.1M Buy
1,661,906
+201,616
+14% +$5.07M 0.01% 855
2025
Q1 		$35.1M Buy
1,460,290
+9,179
+0.6% +$204K 0.01% 860
2024
Q4 		$29.2M Buy
1,451,111
+278,494
+24% +$5.72M 0.01% 890
2024
Q3 		$23.9M Buy
1,172,617
+21,652
+2% +$417K 0.01% 954
2024
Q2 		$20.8M Buy
1,150,965
+80,290
+7% +$1.46M 0.01% 952
2024
Q1 		$18.5M Buy
1,070,675
+9,039
+0.9% +$145K 0.01% 976
2023
Q4 		$16.9M Buy
1,061,636
+855
+0.1% +$13.1K 0.01% 959
2023
Q3 		$15.2M Sell
1,060,781
-11,988
-1% -$180K 0.01% 933
2023
Q2 		$16M Buy
1,072,769
+26,936
+3% +$416K 0.01% 886
2023
Q1 		$16.2M Buy
1,045,833
+242,972
+30% +$3.56M 0.01% 857
2022
Q4 		$11.3M Buy
802,861
+123,126
+18% +$1.64M 0.01% 958
2022
Q3 		$8.7M Buy
679,735
+3,840
+0.6% +$51.7K 0.01% 1032
2022
Q2 		$9.58M Sell
675,895
-328,484
-33% -$4.84M 0.01% 981
2022
Q1 		$15.4M Buy
1,004,379
+361,093
+56% +$5.36M 0.01% 776
2021
Q4 		$9.24M Buy
643,286
+30,495
+5% +$431K 0.01% 1067
2021
Q3 		$8.46M Buy
612,791
+24,988
+4% +$353K 0.01% 1054
2021
Q2 		$8.25M Sell
587,803
-472,671
-45% -$6.8M 0.01% 1021
2021
Q1 		$14.2M Buy
1,060,474
+334,302
+46% +$4.74M 0.02% 674
2020
Q4 		$11M Buy
726,172
+269,675
+59% +$4.01M 0.01% 709
2020
Q3 		$6.87M Buy
456,497
+71,363
+19% +$1.09M 0.01% 796
2020
Q2 		$5.51M Buy
385,134
+13,848
+4% +$191K 0.01% 831
2020
Q1 		$4.87M Buy
371,286
+12,876
+4% +$164K 0.01% 763
2019
Q4 		$4.37M Buy
358,410
+276,828
+339% +$3.3M 0.01% 896
2019
Q3 		$964K Buy
81,582
+3,027
+4% +$35.8K ﹤0.01% 1777
2019
Q2 		$890K Sell
78,555
-8,342
-10% -$87.4K ﹤0.01% 1814
2019
Q1 		$908K Sell
86,897
-14
-0% -$148 ﹤0.01% 1717
2018
Q4 		$896K Sell
86,911
-18,913
-18% -$187K ﹤0.01% 1618
2018
Q3 		$1.01M Sell
105,824
-16,807
-14% -$164K ﹤0.01% 1668
2018
Q2 		$1.25M Sell
122,631
-13,782
-10% -$146K ﹤0.01% 1478
2018
Q1 		$1.47M Buy
136,413
+1,473
+1% +$15.9K ﹤0.01% 1326
2017
Q4 		$1.43M Buy
134,940
+35,734
+36% +$372K ﹤0.01% 1282
2017
Q3 		$1.04M Sell
99,206
-15,109
-13% -$158K ﹤0.01% 1405
2017
Q2 		$1.16M Sell
114,315
-674,701
-86% -$6.94M ﹤0.01% 1280
2017
Q1 		$8.13M Sell
789,016
-54,501
-6% -$545K 0.06% 301
2016
Q4 		$7.97M Sell
843,517
-35,436
-4% -$355K 0.06% 271
2016
Q3 		$9.18M Buy
878,953
+29,992
+4% +$332K 0.09% 206
2016
Q2 		$9.64M Sell
848,961
-602,015
-41% -$6.3M 0.08% 197
2016
Q1 		$14.7M Buy
1,450,976
+161,742
+13% +$1.58M 0.04% 340
2015
Q4 		$11.4M Buy
1,289,234
+653,855
+103% +$5.93M 0.03% 400
2015
Q3 		$5.93M Sell
635,379
-3,616
-0.6% -$33.5K 0.03% 416
2015
Q2 		$6.15M Sell
638,995
-116,596
-15% -$1.15M 0.03% 438
2015
Q1 		$7.51M Buy
755,591
+5,033
+0.7% +$50.8K 0.04% 376
2014
Q4 		$7.33M Sell
750,558
-19,958
-3% -$198K 0.04% 355
2014
Q3 		$7.72M Sell
770,516
-8,356
-1% -$88.6K 0.05% 326
2014
Q2 		$8.57M Sell
778,872
-35,537
-4% -$380K 0.05% 310
2014
Q1 		$8.69M Sell
814,409
-149,212
-15% -$1.61M 0.05% 301
2013
Q4 		$9.6M Sell
963,621
-137,747
-13% -$1.45M 0.06% 269
2013
Q3 		$11.6M Buy
1,101,368
+396,169
+56% +$4.39M 0.08% 231
2013
Q2 		$7.22M Buy
+705,199
New +$8.33M 0.05% 291

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

LPL Financial's PHYS Position: Q1 2026 in Review

LPL Financial increased its Sprott Physical Gold (PHYS) stake by 1.8% in Q1 2026, buying an estimated $1.51M and bringing the position to 2,361,598 shares worth $83.7M. The position accounts for 0.02% of the portfolio, ranked #670.

LPL Financial first reported a position in PHYS in Q2 2013 and has held it in 52 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • LPL Financial held 2,361,598 shares of Sprott Physical Gold worth $83.7M as of Q1 2026.
  • LPL Financial bought 40,893 Sprott Physical Gold shares in Q1 2026, an estimated $1.51M.
  • Sprott Physical Gold made up 0.02% of LPL Financial's portfolio in Q1 2026, its #670 holding.
  • LPL Financial first reported a position in Sprott Physical Gold in Q2 2013 and has held it in 52 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.