Zacks Investment Management’s Sprott Physical Gold PHYS Stock Holding History

Zacks Investment Management’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	$298K	Buy	9,866 +1,110	+13%	+$37.9K	﹤0.01%	591
2026 Q1	$310K	Sell	8,756 -569	-6%	-$21K	﹤0.01%	577
2025 Q4	$308K	Sell	9,325 -637	-6%	-$20.2K	﹤0.01%	583
2025 Q3	$295K	Buy	9,962 +147	+1%	+$3.9K	﹤0.01%	579
2025 Q2	$249K	Hold	9,815	–	–	﹤0.01%	588
2025 Q1	$236K	Buy	+9,815	New	+$218K	﹤0.01%	587

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

Zacks Investment Management's PHYS Position: Q2 2026 in Review

Zacks Investment Management increased its Sprott Physical Gold (PHYS) stake by 13% in Q2 2026, buying an estimated $37.9K and bringing the position to 9,866 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Zacks Investment Management first reported a position in PHYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $310K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Zacks Investment Management held 9,866 shares of Sprott Physical Gold worth $298K as of Q2 2026.
Zacks Investment Management bought 1,110 Sprott Physical Gold shares in Q2 2026, an estimated $37.9K.
Sprott Physical Gold made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #591 holding.
Zacks Investment Management first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 6 quarters since.
Zacks Investment Management's Sprott Physical Gold position peaked at $310K in Q1 2026.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.