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Vise Technologies’s Sprott Physical Gold PHYS Stock Holding History

Vise Technologies’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 		$3M Buy
99,308
+22,510
+29% +$768K 0.03% 418
2026
Q1 		$2.54M Hold
76,798
– – 0.05% 306
2025
Q4 		$2.54M Buy
76,798
+63,731
+488% +$2.02M 0.05% 307
2025
Q3 		$387K Sell
13,067
-68,365
-84% -$1.82M 0.01% 790
2025
Q2 		$2.06M Buy
+81,432
New +$2.05M 0.09% 250

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

Vise Technologies's PHYS Position: Q2 2026 in Review

Vise Technologies increased its Sprott Physical Gold (PHYS) stake by 29% in Q2 2026, buying an estimated $768K and bringing the position to 99,308 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #418.

Vise Technologies first reported a position in PHYS in Q2 2025 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Vise Technologies held 99,308 shares of Sprott Physical Gold worth $3M as of Q2 2026.
  • Vise Technologies bought 22,510 Sprott Physical Gold shares in Q2 2026, an estimated $768K.
  • Sprott Physical Gold made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #418 holding.
  • Vise Technologies first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.