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 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 $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

Atria Investments's PHYS Position: Q1 2026 in Review

Atria Investments increased its Sprott Physical Gold (PHYS) stake by 89% in Q1 2026, buying an estimated $578K and bringing the position to 33,111 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #973.

Atria Investments first reported a position in PHYS in Q2 2024 and has held it in 8 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Atria Investments held 33,111 shares of Sprott Physical Gold worth $1.17M as of Q1 2026.
Atria Investments bought 15,622 Sprott Physical Gold shares in Q1 2026, an estimated $578K.
Sprott Physical Gold made up 0.01% of Atria Investments's portfolio in Q1 2026, its #973 holding.
Atria Investments first reported a position in Sprott Physical Gold in Q2 2024 and has held it in 8 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.