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 Q3	$1.95M	Buy	62,500 +9,100	+17%	+$293K	﹤0.01%	788
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

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group's PHYS Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Sprott Physical Gold (PHYS) stake by 17% in Q3 2026, buying an estimated $293K and bringing the position to 62,500 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Sumitomo Mitsui Trust Group first reported a position in PHYS in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q1 2026. 572 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Sumitomo Mitsui Trust Group held 62,500 shares of Sprott Physical Gold worth $1.95M as of Q3 2026.
Sumitomo Mitsui Trust Group bought 9,100 Sprott Physical Gold shares in Q3 2026, an estimated $293K.
Sprott Physical Gold made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #788 holding.
Sumitomo Mitsui Trust Group first reported a position in Sprott Physical Gold in Q1 2022 and has held it in 15 quarters since.
Sumitomo Mitsui Trust Group's Sprott Physical Gold position peaked at $2.43M in Q1 2026.
572 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.