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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
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 $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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Atomi Financial Group's PHYS Position: Q1 2026 in Review

Atomi Financial Group increased its Sprott Physical Gold (PHYS) stake by 91% in Q1 2026, buying an estimated $791K and bringing the position to 44,841 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #295.

Atomi Financial Group first reported a position in PHYS in Q2 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Atomi Financial Group held 44,841 shares of Sprott Physical Gold worth $1.59M as of Q1 2026.
  • Atomi Financial Group bought 21,391 Sprott Physical Gold shares in Q1 2026, an estimated $791K.
  • Sprott Physical Gold made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #295 holding.
  • Atomi Financial Group first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.