Security National Bank’s Sprott Physical Gold PHYS Stock Holding History

Security National Bank’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	$1.57M	Buy	52,038 +1,095	+2%	+$37.4K	0.19%	78
2026 Q1	$1.81M	Hold	50,943	–	–	0.26%	71
2025 Q4	$1.68M	Hold	50,943	–	–	0.24%	70
2025 Q3	$1.51M	Hold	50,943	–	–	0.23%	67
2025 Q2	$1.29M	Hold	50,943	–	–	0.22%	65
2025 Q1	$1.23M	Hold	50,943	–	–	0.23%	63
2024 Q4	$1.03M	Hold	50,943	–	–	0.15%	63
2024 Q3	$1.04M	Hold	50,943	–	–	0.14%	66
2024 Q2	$920K	Buy	+50,943	New	+$924K	0.13%	63

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

Security National Bank's PHYS Position: Q2 2026 in Review

Security National Bank increased its Sprott Physical Gold (PHYS) stake by 2.1% in Q2 2026, buying an estimated $37.4K and bringing the position to 52,038 shares worth $1.57M. The position accounts for 0.19% of the portfolio, ranked #78.

Security National Bank first reported a position in PHYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Security National Bank held 52,038 shares of Sprott Physical Gold worth $1.57M as of Q2 2026.
Security National Bank bought 1,095 Sprott Physical Gold shares in Q2 2026, an estimated $37.4K.
Sprott Physical Gold made up 0.19% of Security National Bank's portfolio in Q2 2026, its #78 holding.
Security National Bank first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 9 quarters since.
Security National Bank's Sprott Physical Gold position peaked at $1.81M in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.