Nalls Sherbakoff Group’s Sprott Physical Gold PHYS Stock Holding History

Nalls Sherbakoff 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	$158K	Hold	5,226	–	–	0.11%	106
2026 Q1	$185K	Hold	5,226	–	–	0.14%	103
2025 Q4	$173K	Hold	5,226	–	–	0.12%	112
2025 Q3	$155K	Hold	5,226	–	–	0.1%	115
2025 Q2	$132K	Hold	5,226	–	–	0.1%	117
2025 Q1	$126K	Buy	+5,226	New	+$116K	0.1%	111
2023 Q4	$83.3K	Hold	5,226	–	–	0.07%	127
2023 Q3	$74.8K	Hold	5,226	–	–	0.07%	130
2023 Q2	$80.6K	Hold	5,226	–	–	0.08%	125
2023 Q1	$81.3K	Buy	+5,226	New	+$76.6K	0.08%	126

Other funds holding PHYS

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 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

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nalls Sherbakoff Group's PHYS Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 5,226 shares worth $158K. The position accounts for 0.11% of the portfolio, ranked #106.

Nalls Sherbakoff Group first reported a position in PHYS in Q1 2023 and has held it in 10 quarters since. The position peaked at $185K in Q1 2026. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Nalls Sherbakoff Group held 5,226 shares of Sprott Physical Gold worth $158K as of Q2 2026.
Nalls Sherbakoff Group left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.11% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #106 holding.
Nalls Sherbakoff Group first reported a position in Sprott Physical Gold in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Sprott Physical Gold position peaked at $185K in Q1 2026.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.