PFA
PHYS icon

Pettinga Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Pettinga Financial Advisors’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
Q2 		$905K Sell
30,007
-2,275
-7% -$77.6K 0.15% 75
2026
Q1 		$1.14M Sell
32,282
-1,475
-4% -$54.6K 0.22% 65
2025
Q4 		$1.11M Sell
33,757
-6,440
-16% -$204K 0.21% 69
2025
Q3 		$1.19M Buy
40,197
+2,325
+6% +$61.7K 0.23% 63
2025
Q2 		$960K Sell
37,872
-4,900
-11% -$123K 0.21% 65
2025
Q1 		$1.03M Sell
42,772
-3,425
-7% -$75.9K 0.24% 57
2024
Q4 		$930K Buy
46,197
+10,550
+30% +$217K 0.21% 55
2024
Q3 		$726K Buy
35,647
+2,700
+8% +$51.9K 0.17% 61
2024
Q2 		$595K Sell
32,947
-5,800
-15% -$105K 0.15% 69
2024
Q1 		$670K Buy
38,747
+225
+0.6% +$3.61K 0.17% 68
2023
Q4 		$614K Buy
38,522
+10,450
+37% +$161K 0.16% 70
2023
Q3 		$402K Buy
28,072
+3,500
+14% +$52.5K 0.12% 72
2023
Q2 		$367K Sell
24,572
-1,450
-6% -$22.4K 0.11% 75
2023
Q1 		$402K Buy
26,022
+800
+3% +$11.7K 0.13% 73
2022
Q4 		$356K Buy
25,222
+6,847
+37% +$91.4K 0.12% 79
2022
Q3 		$235K Buy
18,375
+3,375
+23% +$45.4K 0.08% 89
2022
Q2 		$213K Buy
+15,000
New +$221K 0.06% 94

Other funds holding PHYS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM