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Atomi Financial Group’s Sprott Physical Gold PHYS Stock Holding History

Atomi Financial Group’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 		$1.69M Buy
56,181
+11,340
+25% +$387K 0.04% 316
2026
Q1 		$1.59M Buy
44,841
+21,391
+91% +$791K 0.05% 295
2025
Q4 		$774K Buy
23,450
+12,994
+124% +$411K 0.02% 502
2025
Q3 		$310K Hold
10,456
– – 0.01% 869
2025
Q2 		$265K Buy
+10,456
New +$263K 0.01% 881

Other funds holding PHYS

Royal Bank of Canada
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
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
EF
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
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atomi Financial Group's PHYS Position: Q2 2026 in Review

Atomi Financial Group increased its Sprott Physical Gold (PHYS) stake by 25% in Q2 2026, buying an estimated $387K and bringing the position to 56,181 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #316.

Atomi Financial Group first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Atomi Financial Group held 56,181 shares of Sprott Physical Gold worth $1.69M as of Q2 2026.
  • Atomi Financial Group bought 11,340 Sprott Physical Gold shares in Q2 2026, an estimated $387K.
  • Sprott Physical Gold made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #316 holding.
  • Atomi Financial Group first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • 653 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.