Insigneo Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Insigneo Advisory Services’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	$3.34M	Buy	94,308 +3,535	+4%	+$131K	0.24%	76
2025 Q4	$3M	Buy	90,773 +6,172	+7%	+$195K	0.22%	85
2025 Q3	$2.51M	Sell	84,601 -19,450	-19%	-$516K	0.18%	101
2025 Q2	$2.64M	Buy	104,051 +2,951	+3%	+$74.2K	0.23%	85
2025 Q1	$2.43M	Buy	101,100 +14,250	+16%	+$316K	0.25%	80
2024 Q4	$1.75M	Buy	86,850 +52,458	+153%	+$1.08M	0.18%	104
2024 Q3	$701K	Hold	34,392	–	–	0.07%	234
2024 Q2	$644K	Buy	+34,392	New	+$624K	0.07%	237

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

Insigneo Advisory Services's PHYS Position: Q1 2026 in Review

Insigneo Advisory Services increased its Sprott Physical Gold (PHYS) stake by 3.9% in Q1 2026, buying an estimated $131K and bringing the position to 94,308 shares worth $3.34M. The position accounts for 0.24% of the portfolio, ranked #76.

Insigneo Advisory Services 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.

Insigneo Advisory Services held 94,308 shares of Sprott Physical Gold worth $3.34M as of Q1 2026.
Insigneo Advisory Services bought 3,535 Sprott Physical Gold shares in Q1 2026, an estimated $131K.
Sprott Physical Gold made up 0.24% of Insigneo Advisory Services's portfolio in Q1 2026, its #76 holding.
Insigneo Advisory Services 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.