HWP
PHYS icon

Highline Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

Highline Wealth Partners’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 		$35.1K Hold
1,162
– – 0.01% 289
2026
Q1 		$41.2K Buy
1,162
+812
+232% +$30K 0.01% 190
2025
Q4 		$11.6K Hold
350
– – ﹤0.01% 370
2025
Q3 		$10.4K Buy
+350
New +$9.29K ﹤0.01% 404

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Highline Wealth Partners's PHYS Position: Q2 2026 in Review

Highline Wealth Partners held its Sprott Physical Gold (PHYS) position steady in Q2 2026 at 1,162 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #289.

Highline Wealth Partners first reported a position in PHYS in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.2K in Q1 2026. 135 funds tracked by Wall St. Rank hold PHYS as of Q2 2026.

  • Highline Wealth Partners held 1,162 shares of Sprott Physical Gold worth $35.1K as of Q2 2026.
  • Highline Wealth Partners left its Sprott Physical Gold share count unchanged in Q2 2026.
  • Sprott Physical Gold made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Highline Wealth Partners first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Sprott Physical Gold position peaked at $41.2K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.