Atlas Capital Advisors’s Sprott Physical Gold PHYS Stock Holding History

Atlas Capital 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 Q2	$81.5K	Hold	2,700	–	–	0.01%	638
2026 Q1	$95.7K	Sell	2,700 -4,500	-63%	-$166K	0.01%	543
2025 Q4	$238K	Buy	+7,200	New	+$228K	0.03%	381
2025 Q2	$228K	Hold	9,000	–	–	0.03%	378
2025 Q1	$217K	Hold	9,000	–	–	0.03%	383
2024 Q4	$181K	Hold	9,000	–	–	0.02%	407
2024 Q3	$183K	Hold	9,000	–	–	0.03%	386
2024 Q2	$163K	Hold	9,000	–	–	0.02%	419
2024 Q1	$156K	Hold	9,000	–	–	0.02%	414
2023 Q4	$143K	Hold	9,000	–	–	0.02%	437
2023 Q3	$129K	Hold	9,000	–	–	0.02%	416
2023 Q2	$134K	Hold	9,000	–	–	0.02%	431
2023 Q1	$139K	Hold	9,000	–	–	0.02%	418
2022 Q4	$127K	Hold	9,000	–	–	0.02%	414
2022 Q3	$115K	Hold	9,000	–	–	0.02%	423
2022 Q2	$128K	Hold	9,000	–	–	0.02%	426
2022 Q1	$138K	Hold	9,000	–	–	0.02%	420
2021 Q4	$129K	Hold	9,000	–	–	0.02%	418
2021 Q3	$124K	Hold	9,000	–	–	0.02%	410
2021 Q2	$126K	Hold	9,000	–	–	0.02%	424
2021 Q1	$121K	Buy	+9,000	New	+$128K	0.02%	394
2020 Q3	–	Sell	-10,000	Closed	-$143K	–	508
2020 Q2	$143K	Buy	+10,000	New	+$138K	0.03%	354

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

Atlas Capital Advisors's PHYS Position: Q2 2026 in Review

Atlas Capital Advisors held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 2,700 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #638.

Atlas Capital Advisors first reported a position in PHYS in Q2 2020 and has held it in 22 quarters since. The position peaked at $238K in Q4 2025. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Atlas Capital Advisors held 2,700 shares of Sprott Physical Gold worth $81.5K as of Q2 2026.
Atlas Capital Advisors left its Sprott Physical Gold share count unchanged in Q2 2026.
Sprott Physical Gold made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #638 holding.
Atlas Capital Advisors first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 22 quarters since.
Atlas Capital Advisors's Sprott Physical Gold position peaked at $238K in Q4 2025.
651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.