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NFP Retirement Inc’s Sprott Physical Gold PHYS Stock Holding History

NFP Retirement Inc’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 		$214K Buy
7,079
+45
+0.6% +$1.53K 0.01% 299
2026
Q1 		$249K Buy
7,034
+464
+7% +$17.2K 0.02% 274
2025
Q4 		$217K Buy
+6,570
New +$208K 0.01% 284

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFP Retirement Inc's PHYS Position: Q2 2026 in Review

NFP Retirement Inc increased its Sprott Physical Gold (PHYS) stake by 0.64% in Q2 2026, buying an estimated $1.53K and bringing the position to 7,079 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #299.

NFP Retirement Inc first reported a position in PHYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • NFP Retirement Inc held 7,079 shares of Sprott Physical Gold worth $214K as of Q2 2026.
  • NFP Retirement Inc bought 45 Sprott Physical Gold shares in Q2 2026, an estimated $1.53K.
  • Sprott Physical Gold made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #299 holding.
  • NFP Retirement Inc first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 3 quarters since.
  • NFP Retirement Inc's Sprott Physical Gold position peaked at $249K in Q1 2026.
  • 652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.