DiNuzzo Private Wealth
PHYS icon

DiNuzzo Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$66.8K Hold
2,135
– – 0.01% 126
2026
Q2 		$64.4K Hold
2,135
– – 0.01% 127
2026
Q1 		$75.7K Hold
2,135
– – 0.01% 118
2025
Q4 		$70.5K Hold
2,135
– – 0.01% 123
2025
Q3 		$56.6K Hold
2,135
– – 0.01% 125
2025
Q2 		$54.1K Hold
2,135
– – 0.01% 126
2025
Q1 		$51.4K Hold
2,135
– – 0.01% 123
2024
Q4 		$43K Hold
2,135
– – 0.01% 128
2024
Q3 		$43.5K Hold
2,135
– – 0.01% 133
2024
Q2 		$38.6K Hold
2,135
– – 0.01% 107
2024
Q1 		$36.9K Hold
2,135
– – 0.01% 107
2023
Q4 		$34K Buy
+2,135
New +$32.8K ﹤0.01% 108

Other funds holding PHYS

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

DiNuzzo Private Wealth's PHYS Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 2,135 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #126.

DiNuzzo Private Wealth first reported a position in PHYS in Q4 2023 and has held it in 12 quarters since. The position peaked at $75.7K in Q1 2026. 230 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • DiNuzzo Private Wealth held 2,135 shares of Sprott Physical Gold worth $66.8K as of Q3 2026.
  • DiNuzzo Private Wealth left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #126 holding.
  • DiNuzzo Private Wealth first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Sprott Physical Gold position peaked at $75.7K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.