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

Insight 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
Q1 		$1.93M Sell
54,476
-18,898
-26% -$699K 0.27% 35
2025
Q4 		$2.42M Sell
73,374
-691
-0.9% -$21.9K 0.33% 26
2025
Q3 		$2.19M Hold
74,065
– – 0.67% 28
2025
Q2 		$1.88M Sell
74,065
-9,964
-12% -$250K 0.73% 28
2025
Q1 		$2.02M Sell
84,029
-18,789
-18% -$417K 0.34% 26
2024
Q4 		$2.07M Sell
102,818
-24,783
-19% -$509K 0.28% 28
2024
Q3 		$2.6M Sell
127,601
-10,552
-8% -$203K 0.51% 22
2024
Q2 		$2.5M Sell
138,153
-21,474
-13% -$390K 0.43% 18
2024
Q1 		$2.76M Sell
159,627
-1,649
-1% -$26.4K 0.48% 16
2023
Q4 		$2.57M Sell
161,276
-275
-0.2% -$4.23K 0.45% 16
2023
Q3 		$2.31M Sell
161,551
-6,961
-4% -$104K 0.45% 16
2023
Q2 		$2.51M Sell
168,512
-8,431
-5% -$130K 0.58% 13
2023
Q1 		$2.74M Sell
176,943
-2,733
-2% -$40.1K 0.61% 13
2022
Q4 		$2.53M Hold
179,676
– – 1.89% 14
2022
Q3 		$2.3M Buy
179,676
+19,235
+12% +$259K 2.17% 14
2022
Q2 		$2.27M Buy
160,441
+765
+0.5% +$11.3K 1.71% 14
2022
Q1 		$2.45M Buy
159,676
+1,413
+0.9% +$21K 1.36% 14
2021
Q4 		$2.27M Buy
158,263
+15,582
+11% +$220K 0.43% 18
2021
Q3 		$1.97M Buy
142,681
+50,562
+55% +$715K 1.06% 16
2021
Q2 		$1.29M Buy
92,119
+10,746
+13% +$155K 0.69% 23
2021
Q1 		$1.09M Buy
81,373
+8,221
+11% +$117K 0.54% 23
2020
Q4 		$1.1M Buy
73,152
+20,615
+39% +$306K 0.68% 23
2020
Q3 		$791K Buy
52,537
+29,159
+125% +$445K 0.76% 24
2020
Q2 		$335K Buy
+23,378
New +$322K 0.34% 31

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Insight Wealth Partners's PHYS Position: Q1 2026 in Review

Insight Wealth Partners reduced its Sprott Physical Gold (PHYS) stake by 26% in Q1 2026, selling an estimated $699K and leaving 54,476 shares worth $1.93M. The position accounts for 0.27% of the portfolio, ranked #35.

Insight Wealth Partners first reported a position in PHYS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.76M in Q1 2024. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • Insight Wealth Partners held 54,476 shares of Sprott Physical Gold worth $1.93M as of Q1 2026.
  • Insight Wealth Partners sold 18,898 Sprott Physical Gold shares in Q1 2026, an estimated $699K.
  • Sprott Physical Gold made up 0.27% of Insight Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • Insight Wealth Partners first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 24 quarters since.
  • Insight Wealth Partners's Sprott Physical Gold position peaked at $2.76M in Q1 2024.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.