Discipline Wealth Solutions
PHYS icon

Discipline Wealth Solutions’s Sprott Physical Gold PHYS Stock Holding History

Discipline Wealth Solutions’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 		$5.22M Buy
166,890
+120,745
+262% +$3.89M 0.45% 44
2026
Q2 		$1.39M Buy
46,145
+14,644
+46% +$500K 0.12% 75
2026
Q1 		$1.12M Buy
+31,501
New +$1.17M 0.12% 73

Other funds holding PHYS

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
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
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Discipline Wealth Solutions's PHYS Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Sprott Physical Gold (PHYS) stake by 262% in Q3 2026, buying an estimated $3.89M and bringing the position to 166,890 shares worth $5.22M. The position accounts for 0.45% of the portfolio, ranked #44.

Discipline Wealth Solutions first reported a position in PHYS in Q1 2026 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Discipline Wealth Solutions held 166,890 shares of Sprott Physical Gold worth $5.22M as of Q3 2026.
  • Discipline Wealth Solutions bought 120,745 Sprott Physical Gold shares in Q3 2026, an estimated $3.89M.
  • Sprott Physical Gold made up 0.45% of Discipline Wealth Solutions's portfolio in Q3 2026, its #44 holding.
  • Discipline Wealth Solutions first reported a position in Sprott Physical Gold in Q1 2026 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.