PGF
PHYS icon

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

Plan Group 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 		$330K Buy
9,300
+2,000
+27% +$74K 0.08% 161
2025
Q4 		$241K Buy
+7,300
New +$231K 0.06% 173

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 $43.3B AUM 29.3% 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

Plan Group Financial's PHYS Position: Q1 2026 in Review

Plan Group Financial increased its Sprott Physical Gold (PHYS) stake by 27% in Q1 2026, buying an estimated $74K and bringing the position to 9,300 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #161.

Plan Group Financial first reported a position in PHYS in Q4 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Plan Group Financial held 9,300 shares of Sprott Physical Gold worth $330K as of Q1 2026.
  • Plan Group Financial bought 2,000 Sprott Physical Gold shares in Q1 2026, an estimated $74K.
  • Sprott Physical Gold made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #161 holding.
  • Plan Group Financial first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.