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

Nations 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 		$378K Sell
12,519
-5,651
-31% -$193K 0.02% 600
2026
Q1 		$644K Hold
18,170
– – 0.03% 485
2025
Q4 		$600K Buy
18,170
+5,551
+44% +$176K 0.03% 477
2025
Q3 		$374K Buy
12,619
+250
+2% +$6.64K 0.02% 545
2025
Q2 		$314K Sell
12,369
-85
-0.7% -$2.14K 0.02% 555
2025
Q1 		$300K Sell
12,454
-508
-4% -$11.3K 0.02% 534
2024
Q4 		$261K Sell
12,962
-105,050
-89% -$2.16M 0.02% 584
2024
Q3 		$2.41M Buy
+118,012
New +$2.27M 0.17% 138
2017
Q3 		– Sell
-100,749
Closed -$1.02M – 159
2017
Q2 		$1.02M Buy
100,749
+640
+0.6% +$6.58K 0.84% 29
2017
Q1 		$1.02M Buy
100,109
+13,860
+16% +$139K 1% 26
2016
Q4 		$810K Buy
86,249
+31,233
+57% +$313K 0.87% 37
2016
Q3 		$602K Buy
55,016
+1,260
+2% +$13.9K 0.6% 52
2016
Q2 		$590K Buy
53,756
+11,844
+28% +$124K 0.62% 51
2016
Q1 		$424K Hold
41,912
– – 0.49% 67
2015
Q4 		$366K Buy
+41,912
New +$380K 0.48% 69

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Nations Financial Group reduced its Sprott Physical Gold (PHYS) stake by 31% in Q2 2026, selling an estimated $193K and leaving 12,519 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #600.

Nations Financial Group first reported a position in PHYS in Q4 2015 and has held it in 15 quarters since. The position peaked at $2.41M in Q3 2024. 199 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Nations Financial Group held 12,519 shares of Sprott Physical Gold worth $378K as of Q2 2026.
  • Nations Financial Group sold 5,651 Sprott Physical Gold shares in Q2 2026, an estimated $193K.
  • Sprott Physical Gold made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #600 holding.
  • Nations Financial Group first reported a position in Sprott Physical Gold in Q4 2015 and has held it in 15 quarters since.
  • Nations Financial Group's Sprott Physical Gold position peaked at $2.41M in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.