Insight Advisors
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Insight Advisors’s Sprott Physical Gold PHYS Stock Holding History

Insight Advisors’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 		$994K Sell
31,802
-872
-3% -$28.1K 0.18% 82
2026
Q2 		$986K Sell
32,674
-12,840
-28% -$438K 0.17% 84
2026
Q1 		$1.61M Sell
45,514
-3,370
-7% -$125K 0.31% 43
2025
Q4 		$1.61M Sell
48,884
-2,040
-4% -$64.6K 0.24% 70
2025
Q3 		$1.51M Sell
50,924
-3,020
-6% -$80.2K 0.23% 69
2025
Q2 		$1.37M Sell
53,944
-53
-0.1% -$1.33K 0.22% 71
2025
Q1 		$1.3M Sell
53,997
-125
-0.2% -$2.77K 0.23% 68
2024
Q4 		$1.08M Sell
54,122
-1,250
-2% -$25.7K 0.18% 87
2024
Q3 		$1.13M Sell
55,372
-650
-1% -$12.5K 0.19% 83
2024
Q2 		$1.01M Buy
56,022
+7,692
+16% +$140K 0.18% 87
2024
Q1 		$836K Sell
48,330
-1,900
-4% -$30.5K 0.16% 103
2023
Q4 		$800K Sell
50,230
-9,100
-15% -$140K 0.17% 98
2023
Q3 		$850K Sell
59,330
-7,800
-12% -$117K 0.19% 92
2023
Q2 		$1M Buy
67,130
+450
+0.7% +$6.95K 0.22% 75
2023
Q1 		$1.03M Buy
66,680
+34,100
+105% +$500K 0.24% 68
2022
Q4 		$464K Buy
+32,580
New +$435K 0.16% 168

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

Insight Advisors's PHYS Position: Q3 2026 in Review

Insight Advisors reduced its Sprott Physical Gold (PHYS) stake by 2.7% in Q3 2026, selling an estimated $28.1K and leaving 31,802 shares worth $994K. The position accounts for 0.18% of the portfolio, ranked #82.

Insight Advisors first reported a position in PHYS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2025. 183 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Insight Advisors held 31,802 shares of Sprott Physical Gold worth $994K as of Q3 2026.
  • Insight Advisors sold 872 Sprott Physical Gold shares in Q3 2026, an estimated $28.1K.
  • Sprott Physical Gold made up 0.18% of Insight Advisors's portfolio in Q3 2026, its #82 holding.
  • Insight Advisors first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 16 quarters since.
  • Insight Advisors's Sprott Physical Gold position peaked at $1.61M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.