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Aviso Financial’s Sprott Physical Gold PHYS Stock Holding History

Aviso Financial’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 		– Sell
-65
Closed -$2.31K – 332
2026
Q1 		$2.31K Buy
+65
New +$2.4K ﹤0.01% 313

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

Aviso Financial's PHYS Position: Q2 2026 in Review

Aviso Financial sold out of Sprott Physical Gold (PHYS) in Q2 2026, closing a stake of 65 shares — an estimated $2.31K sold.

Aviso Financial first reported a position in PHYS in Q1 2026 and held it in 1 quarter. The position peaked at $2.31K in Q1 2026. 651 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Aviso Financial reported no remaining Sprott Physical Gold position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 65 Sprott Physical Gold shares in Q2 2026, an estimated $2.31K.
  • Aviso Financial first reported a position in Sprott Physical Gold in Q1 2026 and held it in 1 quarter.
  • Aviso Financial's Sprott Physical Gold position peaked at $2.31K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.