Stifel Financial
PHYS icon

Stifel Financial’s Sprott Physical Gold PHYS Stock Holding History

Stifel 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 		$30.4M Buy
858,339
+42,310
+5% +$1.57M 0.03% 489
2025
Q4 		$26.9M Buy
816,029
+87,637
+12% +$2.77M 0.02% 530
2025
Q3 		$21.6M Buy
728,392
+103,352
+17% +$2.74M 0.02% 600
2025
Q2 		$15.8M Buy
625,040
+4,351
+0.7% +$109K 0.02% 685
2025
Q1 		$14.9M Buy
620,689
+58,410
+10% +$1.3M 0.02% 677
2024
Q4 		$11.3M Buy
562,279
+81,100
+17% +$1.67M 0.01% 804
2024
Q3 		$9.81M Buy
481,179
+5,764
+1% +$111K 0.01% 857
2024
Q2 		$8.59M Buy
475,415
+21,642
+5% +$393K 0.01% 873
2024
Q1 		$7.85M Buy
453,773
+26,837
+6% +$430K 0.01% 909
2023
Q4 		$6.8M Buy
426,936
+15,789
+4% +$243K 0.01% 951
2023
Q3 		$5.89M Buy
411,147
+44,959
+12% +$675K 0.01% 952
2023
Q2 		$5.46M Buy
366,188
+128,637
+54% +$1.99M 0.01% 990
2023
Q1 		$3.67M Buy
237,551
+13,234
+6% +$194K 0.01% 1202
2022
Q4 		$3.16M Buy
224,317
+26,424
+13% +$353K ﹤0.01% 1227
2022
Q3 		$2.53M Sell
197,893
-7,136
-3% -$96K ﹤0.01% 1305
2022
Q2 		$2.91M Buy
205,029
+6,095
+3% +$89.8K ﹤0.01% 1253
2022
Q1 		$3.06M Buy
198,934
+19,065
+11% +$283K ﹤0.01% 1336
2021
Q4 		$2.58M Sell
179,869
-4,541
-2% -$64.2K ﹤0.01% 1446
2021
Q3 		$2.54M Sell
184,410
-2,601
-1% -$36.8K ﹤0.01% 1423
2021
Q2 		$2.62M Buy
187,011
+6,423
+4% +$92.4K ﹤0.01% 1431
2021
Q1 		$2.42M Buy
180,588
+2,284
+1% +$32.4K ﹤0.01% 1403
2020
Q4 		$2.69M Sell
178,304
-18,930
-10% -$281K ﹤0.01% 1196
2020
Q3 		$2.97M Buy
197,234
+24,835
+14% +$379K 0.01% 1016
2020
Q2 		$2.47M Sell
172,399
-3,081
-2% -$42.5K 0.01% 1044
2020
Q1 		$2.32M Buy
175,480
+9,698
+6% +$123K 0.01% 974
2019
Q4 		$2.02M Sell
165,782
-1,822
-1% -$21.7K ﹤0.01% 1328
2019
Q3 		$1.99M Buy
167,604
+3,745
+2% +$44.3K 0.01% 1317
2019
Q2 		$1.86M Sell
163,859
-6,451
-4% -$67.6K ﹤0.01% 1393
2019
Q1 		$1.78M Sell
170,310
-9,436
-5% -$99.4K 0.01% 1302
2018
Q4 		$1.86M Buy
179,746
+5,893
+3% +$58.1K 0.01% 1189
2018
Q3 		$1.66M Sell
173,853
-14,654
-8% -$143K ﹤0.01% 1364
2018
Q2 		$1.92M Sell
188,507
-8,561
-4% -$90.9K 0.01% 1232
2018
Q1 		$2.13M Buy
197,068
+11,229
+6% +$122K 0.01% 1126
2017
Q4 		$1.97M Sell
185,839
-1,545
-0.8% -$16.1K 0.01% 1155
2017
Q3 		$1.95M Buy
187,384
+72,507
+63% +$756K 0.01% 1139
2017
Q2 		$1.17M Buy
114,877
+1,296
+1% +$13.3K ﹤0.01% 1402
2017
Q1 		$1.17M Buy
113,581
+7,950
+8% +$79.6K ﹤0.01% 1373
2016
Q4 		$993K Sell
105,631
-753
-0.7% -$7.55K ﹤0.01% 1401
2016
Q3 		$1.17M Sell
106,384
-30,094
-22% -$333K 0.01% 1241
2016
Q2 		$1.5M Sell
136,478
-10,110
-7% -$106K 0.01% 1142
2016
Q1 		$1.49M Buy
146,588
+4,248
+3% +$41.4K 0.01% 1055
2015
Q4 		$1.24M Buy
142,340
+6,701
+5% +$60.8K 0.01% 1195
2015
Q3 		$1.25M Sell
135,639
-1,524
-1% -$14.1K 0.01% 1128
2015
Q2 		$1.31M Buy
137,163
+33,429
+32% +$329K 0.01% 1222
2015
Q1 		$1.01M Sell
103,734
-2,846
-3% -$28.7K 0.01% 1277
2014
Q4 		$1.04M Buy
106,580
+51,554
+94% +$512K 0.01% 1238
2014
Q3 		$549K Buy
55,026
+6,374
+13% +$67.6K ﹤0.01% 1463
2014
Q2 		$536K Buy
48,652
+600
+1% +$6.42K ﹤0.01% 1451
2014
Q1 		$513K Buy
+48,052
New +$517K ﹤0.01% 1426

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 $38.8B AUM 21.88% 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

Stifel Financial's PHYS Position: Q1 2026 in Review

Stifel Financial increased its Sprott Physical Gold (PHYS) stake by 5.2% in Q1 2026, buying an estimated $1.57M and bringing the position to 858,339 shares worth $30.4M. The position accounts for 0.03% of the portfolio, ranked #489.

Stifel Financial first reported a position in PHYS in Q1 2014 and has held it in 49 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Stifel Financial held 858,339 shares of Sprott Physical Gold worth $30.4M as of Q1 2026.
  • Stifel Financial bought 42,310 Sprott Physical Gold shares in Q1 2026, an estimated $1.57M.
  • Sprott Physical Gold made up 0.03% of Stifel Financial's portfolio in Q1 2026, its #489 holding.
  • Stifel Financial first reported a position in Sprott Physical Gold in Q1 2014 and has held it in 49 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.