Truist Financial
PHYS icon

Truist Financial’s Sprott Physical Gold PHYS Stock Holding History

Truist 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 		$1.37M Sell
38,586
-75,975
-66% -$2.81M ﹤0.01% 1538
2025
Q4 		$3.78M Sell
114,561
-9,835
-8% -$311K 0.01% 975
2025
Q3 		$3.68M Sell
124,396
-8,199
-6% -$218K 0.01% 1032
2025
Q2 		$3.36M Buy
132,595
+35,671
+37% +$896K ﹤0.01% 1044
2025
Q1 		$2.33M Buy
96,924
+6,000
+7% +$133K ﹤0.01% 1148
2024
Q4 		$1.83M Buy
90,924
+6,122
+7% +$126K ﹤0.01% 1265
2024
Q3 		$1.73M Buy
84,802
+4,618
+6% +$88.8K ﹤0.01% 1294
2024
Q2 		$1.45M Sell
80,184
-12,298
-13% -$223K ﹤0.01% 1432
2024
Q1 		$1.6M Sell
92,482
-2,610,886
-97% -$41.9M ﹤0.01% 1391
2023
Q4 		$43.1M Sell
2,703,368
-371,816
-12% -$5.71M 0.07% 252
2023
Q3 		$44M Sell
3,075,184
-95,016
-3% -$1.43M 0.07% 240
2023
Q2 		$47.3M Sell
3,170,200
-54,857
-2% -$847K 0.08% 230
2023
Q1 		$49.9M Buy
3,225,057
+98,073
+3% +$1.44M 0.09% 219
2022
Q4 		$44.1M Buy
3,126,984
+1,527,331
+95% +$20.4M 0.08% 238
2022
Q3 		$20.5M Buy
1,599,653
+1,194,906
+295% +$16.1M 0.04% 352
2022
Q2 		$5.74M Sell
404,747
-2,344
-0.6% -$34.5K 0.01% 753
2022
Q1 		$6.26M Sell
407,091
-38,700
-9% -$574K 0.01% 802
2021
Q4 		$6.4M Buy
445,791
+21,920
+5% +$310K 0.01% 800
2021
Q3 		$5.85M Sell
423,871
-3,811
-0.9% -$53.9K 0.01% 816
2021
Q2 		$6M Buy
427,682
+273,259
+177% +$3.93M 0.01% 811
2021
Q1 		$2.07M Buy
+154,423
New +$2.19M ﹤0.01% 1222
2020
Q3 		– Sell
-13,708
Closed -$196K – 2526
2020
Q2 		$196K Hold
13,708
– – ﹤0.01% 2195
2020
Q1 		$180K Hold
13,708
– – ﹤0.01% 2153
2019
Q4 		$167K Buy
+13,708
New +$163K ﹤0.01% 2378
2014
Q2 		– Sell
-11,650
Closed -$124K – 795
2014
Q1 		$124K Buy
+11,650
New +$125K ﹤0.01% 773

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

Truist Financial's PHYS Position: Q1 2026 in Review

Truist Financial reduced its Sprott Physical Gold (PHYS) stake by 66% in Q1 2026, selling an estimated $2.81M and leaving 38,586 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Truist Financial first reported a position in PHYS in Q1 2014 and has held it in 25 quarters since. The position peaked at $49.9M in Q1 2023. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Truist Financial held 38,586 shares of Sprott Physical Gold worth $1.37M as of Q1 2026.
  • Truist Financial sold 75,975 Sprott Physical Gold shares in Q1 2026, an estimated $2.81M.
  • Sprott Physical Gold made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1538 holding.
  • Truist Financial first reported a position in Sprott Physical Gold in Q1 2014 and has held it in 25 quarters since.
  • Truist Financial's Sprott Physical Gold position peaked at $49.9M in Q1 2023.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.