Apriem Advisors’s Sprott Physical Gold PHYS Stock Holding History

Apriem Advisors’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	$395K	Buy	11,137 +24	+0.2%	+$888	0.04%	133
2025 Q4	$367K	Sell	11,113 -1,195	-10%	-$37.8K	0.03%	137
2025 Q3	$365K	Buy	12,308 +195	+2%	+$5.18K	0.03%	137
2025 Q2	$307K	Hold	12,113	–	–	0.03%	145
2025 Q1	$291K	Hold	12,113	–	–	0.03%	145
2024 Q4	$244K	Hold	12,113	–	–	0.03%	165
2024 Q3	$247K	Buy	+12,113	New	+$233K	0.03%	154
2017 Q1	–	Sell	-2,080	Closed	-$20K	–	713
2016 Q4	$20K	Hold	2,080	–	–	0.01%	352
2016 Q3	$23K	Hold	2,080	–	–	0.01%	316
2016 Q2	$23K	Hold	2,080	–	–	0.01%	324
2016 Q1	$21K	Hold	2,080	–	–	0.01%	302
2015 Q4	$18K	Buy	+2,080	New	+$18.9K	0.01%	316

Other funds holding PHYS

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Apriem Advisors's PHYS Position: Q1 2026 in Review

Apriem Advisors increased its Sprott Physical Gold (PHYS) stake by 0.22% in Q1 2026, buying an estimated $888 and bringing the position to 11,137 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #133.

Apriem Advisors first reported a position in PHYS in Q4 2015 and has held it in 12 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Apriem Advisors held 11,137 shares of Sprott Physical Gold worth $395K as of Q1 2026.
Apriem Advisors bought 24 Sprott Physical Gold shares in Q1 2026, an estimated $888.
Sprott Physical Gold made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #133 holding.
Apriem Advisors first reported a position in Sprott Physical Gold in Q4 2015 and has held it in 12 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.