Atria Investments’s Sprott Physical Gold PHYS Stock Holding History

Atria Investments’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	$370K	Sell	12,254 -20,857	-63%	-$712K	﹤0.01%	1706
2026 Q1	$1.17M	Buy	33,111 +15,622	+89%	+$578K	0.01%	973
2025 Q4	$577K	Sell	17,489 -3,925	-18%	-$124K	0.01%	1351
2025 Q3	$634K	Sell	21,414 -1,260	-6%	-$33.5K	0.01%	1301
2025 Q2	$575K	Sell	22,674 -3,788	-14%	-$95.2K	0.01%	1344
2025 Q1	$637K	Buy	26,462 +1,692	+7%	+$37.5K	0.01%	1227
2024 Q4	$499K	Buy	24,770 +1,294	+6%	+$26.6K	0.01%	1331
2024 Q3	$478K	Sell	23,476 -1,414	-6%	-$27.2K	0.01%	1343
2024 Q2	$450K	Buy	+24,890	New	+$451K	0.01%	1357

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

Atria Investments's PHYS Position: Q2 2026 in Review

Atria Investments reduced its Sprott Physical Gold (PHYS) stake by 63% in Q2 2026, selling an estimated $712K and leaving 12,254 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Atria Investments first reported a position in PHYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2026. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

Atria Investments held 12,254 shares of Sprott Physical Gold worth $370K as of Q2 2026.
Atria Investments sold 20,857 Sprott Physical Gold shares in Q2 2026, an estimated $712K.
Sprott Physical Gold made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1706 holding.
Atria Investments first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Sprott Physical Gold position peaked at $1.17M in Q1 2026.
655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.