Orgel Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Orgel Wealth 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	$625K	Hold	20,000	–	–	0.01%	74
2026 Q2	$603K	Hold	20,000	–	–	0.01%	76
2026 Q1	$709K	Hold	20,000	–	–	0.02%	59
2025 Q4	$660K	Hold	20,000	–	–	0.01%	56
2025 Q3	$592K	Hold	20,000	–	–	0.01%	59
2025 Q2	$507K	Hold	20,000	–	–	0.01%	62
2025 Q1	$481K	Buy	+20,000	New	+$443K	0.01%	58

Other funds holding PHYS

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return

Orgel Wealth Management's PHYS Position: Q3 2026 in Review

Orgel Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 20,000 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #74.

Orgel Wealth Management first reported a position in PHYS in Q1 2025 and has held it in 7 quarters since. The position peaked at $709K in Q1 2026. 401 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Orgel Wealth Management held 20,000 shares of Sprott Physical Gold worth $625K as of Q3 2026.
Orgel Wealth Management left its Sprott Physical Gold share count unchanged in Q3 2026.
Sprott Physical Gold made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #74 holding.
Orgel Wealth Management first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 7 quarters since.
Orgel Wealth Management's Sprott Physical Gold position peaked at $709K in Q1 2026.
401 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.