SFS
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Sowell Financial Services’s Sprott Physical Gold PHYS Stock Holding History

Sowell Financial Services’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 		$995K Buy
32,980
+1,503
+5% +$51.3K 0.03% 465
2026
Q1 		$1.12M Sell
31,477
-178,825
-85% -$6.61M 0.04% 411
2025
Q4 		$6.94M Sell
210,302
-69,970
-25% -$2.21M 0.26% 77
2025
Q3 		$8.3M Sell
280,272
-27,816
-9% -$739K 0.32% 60
2025
Q2 		$7.81M Buy
308,088
+256,961
+503% +$6.46M 0.32% 62
2025
Q1 		$1.23M Buy
51,127
+9,985
+24% +$221K 0.06% 335
2024
Q4 		$829K Buy
41,142
+8,777
+27% +$180K 0.04% 337
2024
Q3 		$660K Sell
32,365
-12,142
-27% -$234K 0.03% 410
2024
Q2 		$804K Sell
44,507
-1,244,315
-97% -$22.6M 0.04% 365
2024
Q1 		$22.3M Sell
1,288,822
-49,050
-4% -$787K 1.05% 15
2023
Q4 		$21.3M Sell
1,337,872
-3,000
-0.2% -$46.1K 1.15% 13
2023
Q3 		$19.2M Buy
+1,340,872
New +$20.1M 1.21% 12
2021
Q2 		– Sell
-2,007
Closed -$29K – 2098
2021
Q1 		$29K Buy
2,007
+147
+8% +$2.08K ﹤0.01% 1890
2020
Q4 		$28K Hold
1,860
– – ﹤0.01% 1604
2020
Q3 		$28K Hold
1,860
– – ﹤0.01% 1413
2020
Q2 		$27K Buy
1,860
+300
+19% +$4.14K ﹤0.01% 1367
2020
Q1 		$20K Hold
1,560
– – ﹤0.01% 1397
2019
Q4 		$19K Buy
1,560
+1,200
+333% +$14.3K ﹤0.01% 1458
2019
Q3 		$4K Buy
+360
New +$4.26K ﹤0.01% 1864
2019
Q1 		$159K Buy
+15,177
New +$160K 0.02% 543
2018
Q4 		– Sell
-13,817
Closed -$132K – 517
2018
Q3 		$132K Hold
13,817
– – 0.02% 350
2018
Q2 		$133K Buy
13,817
+3,723
+37% +$39.5K 0.03% 280
2018
Q1 		$107K Buy
+10,094
New +$109K 0.03% 263
2017
Q3 		– Sell
-13,796
Closed -$142K – 281
2017
Q2 		$142K Hold
13,796
– – 0.04% 246
2017
Q1 		$141K Buy
13,796
+3,822
+38% +$38.3K 0.04% 246
2016
Q4 		$101K Buy
+9,974
New +$100K 0.03% 271

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

Sowell Financial Services's PHYS Position: Q2 2026 in Review

Sowell Financial Services increased its Sprott Physical Gold (PHYS) stake by 4.8% in Q2 2026, buying an estimated $51.3K and bringing the position to 32,980 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #465.

Sowell Financial Services first reported a position in PHYS in Q4 2016 and has held it in 26 quarters since. The position peaked at $22.3M in Q1 2024. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Sowell Financial Services held 32,980 shares of Sprott Physical Gold worth $995K as of Q2 2026.
  • Sowell Financial Services bought 1,503 Sprott Physical Gold shares in Q2 2026, an estimated $51.3K.
  • Sprott Physical Gold made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #465 holding.
  • Sowell Financial Services first reported a position in Sprott Physical Gold in Q4 2016 and has held it in 26 quarters since.
  • Sowell Financial Services's Sprott Physical Gold position peaked at $22.3M in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.