Patten & Patten’s Sprott Physical Gold PHYS Stock Holding History

Patten & Patten’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	$207K	Buy	+6,630	New	+$214K	0.01%	344

Other funds holding PHYS

Evanson Financial Mclean, Virginia $2.03B AUM

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

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Patten & Patten's PHYS Position: Q3 2026 in Review

Patten & Patten opened a new position in Sprott Physical Gold (PHYS) in Q3 2026: 6,630 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings.

252 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Patten & Patten held 6,630 shares of Sprott Physical Gold worth $207K as of Q3 2026.
Sprott Physical Gold was a new Patten & Patten position in Q3 2026.
Sprott Physical Gold made up 0.01% of Patten & Patten's portfolio in Q3 2026, its #344 holding.
252 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Patten & Patten's 13F filing for Q3 2026, filed 26 Oct 2026.