Sumitomo Mitsui Trust Group’s Sprott Physical Gold PHYS Stock Holding History

Sumitomo Mitsui Trust Group’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	$1.61M	Sell	53,400 -15,200	-22%	-$519K	﹤0.01%	834
2026 Q1	$2.43M	Sell	68,600 -4,300	-6%	-$159K	﹤0.01%	771
2025 Q4	$2.41M	Sell	72,900 -1,000	-1%	-$31.7K	﹤0.01%	777
2025 Q3	$2.19M	Buy	73,900 +11,000	+17%	+$292K	﹤0.01%	794
2025 Q2	$1.59M	Buy	62,900 +51,550	+454%	+$1.3M	﹤0.01%	811
2025 Q1	$273K	Buy	+11,350	New	+$252K	﹤0.01%	994
2024 Q1	–	Sell	-124,400	Closed	-$1.98M	–	1142
2023 Q4	$1.98M	Buy	124,400 +84,400	+211%	+$1.3M	﹤0.01%	907
2023 Q3	$573K	Hold	40,000	–	–	﹤0.01%	1033
2023 Q2	$597K	Hold	40,000	–	–	﹤0.01%	1046
2023 Q1	$618K	Hold	40,000	–	–	﹤0.01%	1047
2022 Q4	$564K	Hold	40,000	–	–	﹤0.01%	1091
2022 Q3	$512K	Buy	40,000 +20,000	+100%	+$269K	﹤0.01%	1110
2022 Q2	$284K	Hold	20,000	–	–	﹤0.01%	1182
2022 Q1	$307K	Buy	+20,000	New	+$297K	﹤0.01%	1138

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

Sumitomo Mitsui Trust Group's PHYS Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Sprott Physical Gold (PHYS) stake by 22% in Q2 2026, selling an estimated $519K and leaving 53,400 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Sumitomo Mitsui Trust Group first reported a position in PHYS in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q1 2026. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Sumitomo Mitsui Trust Group held 53,400 shares of Sprott Physical Gold worth $1.61M as of Q2 2026.
Sumitomo Mitsui Trust Group sold 15,200 Sprott Physical Gold shares in Q2 2026, an estimated $519K.
Sprott Physical Gold made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #834 holding.
Sumitomo Mitsui Trust Group first reported a position in Sprott Physical Gold in Q1 2022 and has held it in 14 quarters since.
Sumitomo Mitsui Trust Group's Sprott Physical Gold position peaked at $2.43M in Q1 2026.
652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.