Atria Wealth Solutions’s Sprott Physical Gold PHYS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.13M Sell
123,009
-283,034
-70% -$7.2M 0.07% 306
2025
Q1
$9.77M Sell
406,043
-106,299
-21% -$2.56M 0.12% 184
2024
Q4
$10.3M Buy
512,342
+99,936
+24% +$2.01M 0.11% 189
2024
Q3
$8.4M Buy
412,406
+860
+0.2% +$17.5K 0.09% 227
2024
Q2
$7.43M Sell
411,546
-43,951
-10% -$794K 0.08% 249
2024
Q1
$7.88M Buy
455,497
+17,624
+4% +$305K 0.09% 238
2023
Q4
$6.98M Sell
437,873
-2,927
-0.7% -$46.6K 0.09% 234
2023
Q3
$6.31M Buy
440,800
+3,740
+0.9% +$53.6K 0.09% 235
2023
Q2
$6.52M Buy
437,060
+7,256
+2% +$108K 0.09% 225
2023
Q1
$6.64M Buy
429,804
+3,823
+0.9% +$59.1K 0.1% 203
2022
Q4
$6.01M Sell
425,981
-326
-0.1% -$4.6K 0.1% 222
2022
Q3
$5.46M Buy
426,307
+323,369
+314% +$4.14M 0.09% 215
2022
Q2
$1.46M Sell
102,938
-313,746
-75% -$4.45M 0.03% 531
2022
Q1
$6.4M Buy
+416,684
New +$6.4M 0.11% 206