AIM
PHYS icon

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

Advyzon 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
Q1 		– Sell
-7,112
Closed -$235K – 708
2025
Q4 		$235K Sell
7,112
-640
-8% -$20.3K 0.03% 514
2025
Q3 		$230K Buy
+7,752
New +$206K 0.04% 394

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Advyzon Investment Management's PHYS Position: Q1 2026 in Review

Advyzon Investment Management sold out of Sprott Physical Gold (PHYS) in Q1 2026, closing a stake of 7,112 shares — an estimated $235K sold.

Advyzon Investment Management first reported a position in PHYS in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 677 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Advyzon Investment Management reported no remaining Sprott Physical Gold position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 7,112 Sprott Physical Gold shares in Q1 2026, an estimated $235K.
  • Advyzon Investment Management first reported a position in Sprott Physical Gold in Q3 2025 and held it in 2 quarters.
  • Advyzon Investment Management's Sprott Physical Gold position peaked at $235K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.