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

Nadler 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
Q2 		$567K Buy
18,795
+3,050
+19% +$104K 0.05% 79
2026
Q1 		$558K Hold
15,745
– – 0.05% 71
2025
Q4 		$520K Sell
15,745
-9,410
-37% -$298K 0.05% 75
2025
Q3 		$745K Hold
25,155
– – 0.07% 62
2025
Q2 		$638K Buy
25,155
+590
+2% +$14.8K 0.07% 64
2025
Q1 		$591K Sell
24,565
-5,440
-18% -$121K 0.07% 67
2024
Q4 		$604K Hold
30,005
– – 0.06% 64
2024
Q3 		$612K Buy
30,005
+9,830
+49% +$189K 0.07% 61
2024
Q2 		$364K Buy
20,175
+2,740
+16% +$49.7K 0.04% 75
2024
Q1 		$302K Sell
17,435
-560
-3% -$8.98K 0.04% 83
2023
Q4 		$287K Hold
17,995
– – 0.04% 82
2023
Q3 		$258K Buy
17,995
+2,710
+18% +$40.7K 0.04% 87
2023
Q2 		$228K Sell
15,285
-485
-3% -$7.49K 0.03% 103
2023
Q1 		$244K Hold
15,770
– – 0.04% 94
2022
Q4 		$222K Sell
15,770
-290
-2% -$3.87K 0.04% 100
2022
Q3 		$206K Hold
16,060
– – 0.04% 95
2022
Q2 		$228K Hold
16,060
– – 0.04% 94
2022
Q1 		$247K Buy
16,060
+5,275
+49% +$78.2K 0.04% 98
2021
Q4 		$155K Hold
10,785
– – 0.02% 130
2021
Q3 		$149K Buy
+10,785
New +$153K 0.02% 126
2014
Q1 		– Sell
-10,150
Closed -$101K – 78
2013
Q4 		$101K Hold
10,150
– – 0.07% 82
2013
Q3 		$112K Hold
10,150
– – 0.08% 72
2013
Q2 		$104K Buy
+10,150
New +$120K 0.07% 83

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Nadler Financial Group's PHYS Position: Q2 2026 in Review

Nadler Financial Group increased its Sprott Physical Gold (PHYS) stake by 19% in Q2 2026, buying an estimated $104K and bringing the position to 18,795 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #79.

Nadler Financial Group first reported a position in PHYS in Q2 2013 and has held it in 23 quarters since. The position peaked at $745K in Q3 2025. 290 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Nadler Financial Group held 18,795 shares of Sprott Physical Gold worth $567K as of Q2 2026.
  • Nadler Financial Group bought 3,050 Sprott Physical Gold shares in Q2 2026, an estimated $104K.
  • Sprott Physical Gold made up 0.05% of Nadler Financial Group's portfolio in Q2 2026, its #79 holding.
  • Nadler Financial Group first reported a position in Sprott Physical Gold in Q2 2013 and has held it in 23 quarters since.
  • Nadler Financial Group's Sprott Physical Gold position peaked at $745K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.