Insight Wealth Partners
PHYS icon

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
Q3 		$1.7M Hold
54,476
– – 0.22% 47
2026
Q2 		$1.64M Hold
54,476
– – 0.22% 46
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 		$2.28M 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

Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Insight Wealth Partners's PHYS Position: Q3 2026 in Review

Insight Wealth Partners held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 54,476 shares worth $1.7M. The position accounts for 0.22% of the portfolio, ranked #47.

Insight Wealth Partners first reported a position in PHYS in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.76M in Q1 2024. 501 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Insight Wealth Partners held 54,476 shares of Sprott Physical Gold worth $1.7M as of Q3 2026.
  • Insight Wealth Partners left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.22% of Insight Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Insight Wealth Partners first reported a position in Sprott Physical Gold in Q2 2020 and has held it in 26 quarters since.
  • Insight Wealth Partners's Sprott Physical Gold position peaked at $2.76M in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.