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Investment Partners Asset Management’s Sprott Physical Gold PHYS Stock Holding History

Investment Partners Asset Management’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 		$321K Hold
10,254
– – 0.17% 136
2026
Q2 		$309K Buy
10,254
+85
+0.8% +$2.9K 0.17% 135
2026
Q1 		$360K Buy
10,169
+150
+1% +$5.55K 0.22% 119
2025
Q4 		$331K Sell
10,019
-283
-3% -$8.96K 0.21% 121
2025
Q3 		$305K Sell
10,302
-81
-0.8% -$2.15K 0.2% 131
2025
Q2 		$263K Hold
10,383
– – 0.18% 131
2025
Q1 		$250K Sell
10,383
-1,044
-9% -$23.1K 0.2% 126
2024
Q4 		$230K Hold
11,427
– – 0.18% 128
2024
Q3 		$233K Buy
11,427
+250
+2% +$4.81K 0.19% 125
2024
Q2 		$202K Hold
11,177
– – 0.18% 127
2024
Q1 		$193K Sell
11,177
-1
-0% -$16 0.17% 131
2023
Q4 		$178K Buy
+11,178
New +$172K 0.18% 120

Other funds holding PHYS

TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Investment Partners Asset Management's PHYS Position: Q3 2026 in Review

Investment Partners Asset Management held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 10,254 shares worth $321K. The position accounts for 0.17% of the portfolio, ranked #136.

Investment Partners Asset Management first reported a position in PHYS in Q4 2023 and has held it in 12 quarters since. The position peaked at $360K in Q1 2026. 80 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Investment Partners Asset Management held 10,254 shares of Sprott Physical Gold worth $321K as of Q3 2026.
  • Investment Partners Asset Management left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.17% of Investment Partners Asset Management's portfolio in Q3 2026, its #136 holding.
  • Investment Partners Asset Management first reported a position in Sprott Physical Gold in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Sprott Physical Gold position peaked at $360K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.