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 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 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

Insight Advisors's PHYS Position: Q1 2026 in Review

Insight Advisors reduced its Sprott Physical Gold (PHYS) stake by 6.9% in Q1 2026, selling an estimated $125K and leaving 45,514 shares worth $1.61M. The position accounts for 0.31% of the portfolio, ranked #43.

Insight Advisors first reported a position in PHYS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q4 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Insight Advisors held 45,514 shares of Sprott Physical Gold worth $1.61M as of Q1 2026.
Insight Advisors sold 3,370 Sprott Physical Gold shares in Q1 2026, an estimated $125K.
Sprott Physical Gold made up 0.31% of Insight Advisors's portfolio in Q1 2026, its #43 holding.
Insight Advisors first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 14 quarters since.
Insight Advisors's Sprott Physical Gold position peaked at $1.61M in Q4 2025.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.