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Insight Advisors’s Sprott Physical Gold PHYS Stock Holding History

Insight Advisors’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 		$986K Sell
32,674
-12,840
-28% -$438K 0.17% 84
2026
Q1 		$1.61M Sell
45,514
-3,370
-7% -$125K 0.31% 43
2025
Q4 		$1.61M Sell
48,884
-2,040
-4% -$64.6K 0.24% 70
2025
Q3 		$1.51M Sell
50,924
-3,020
-6% -$80.2K 0.23% 69
2025
Q2 		$1.37M Sell
53,944
-53
-0.1% -$1.33K 0.22% 71
2025
Q1 		$1.3M Sell
53,997
-125
-0.2% -$2.77K 0.23% 68
2024
Q4 		$1.08M Sell
54,122
-1,250
-2% -$25.7K 0.18% 87
2024
Q3 		$1.13M Sell
55,372
-650
-1% -$12.5K 0.19% 83
2024
Q2 		$1.01M Buy
56,022
+7,692
+16% +$140K 0.18% 87
2024
Q1 		$836K Sell
48,330
-1,900
-4% -$30.5K 0.16% 103
2023
Q4 		$800K Sell
50,230
-9,100
-15% -$140K 0.17% 98
2023
Q3 		$850K Sell
59,330
-7,800
-12% -$117K 0.19% 92
2023
Q2 		$1M Buy
67,130
+450
+0.7% +$6.95K 0.22% 75
2023
Q1 		$1.03M Buy
66,680
+34,100
+105% +$500K 0.24% 68
2022
Q4 		$464K Buy
+32,580
New +$435K 0.16% 168

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

Insight Advisors's PHYS Position: Q2 2026 in Review

Insight Advisors reduced its Sprott Physical Gold (PHYS) stake by 28% in Q2 2026, selling an estimated $438K and leaving 32,674 shares worth $986K. The position accounts for 0.17% of the portfolio, ranked #84.

Insight Advisors first reported a position in PHYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2025. 652 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Insight Advisors held 32,674 shares of Sprott Physical Gold worth $986K as of Q2 2026.
  • Insight Advisors sold 12,840 Sprott Physical Gold shares in Q2 2026, an estimated $438K.
  • Sprott Physical Gold made up 0.17% of Insight Advisors's portfolio in Q2 2026, its #84 holding.
  • Insight Advisors first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 15 quarters since.
  • Insight Advisors's Sprott Physical Gold position peaked at $1.61M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.