Pinnacle Wealth Planning Services
PHYS icon

Pinnacle Wealth Planning Services’s Sprott Physical Gold PHYS Stock Holding History

Pinnacle Wealth Planning Services’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 		$68.1K Hold
2,177
– – 0.01% 1087
2026
Q2 		$65.7K Hold
2,177
– – 0.01% 1104
2026
Q1 		$77.2K Hold
2,177
– – 0.01% 956
2025
Q4 		$71.9K Buy
+2,177
New +$68.9K 0.01% 976

Other funds holding PHYS

Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 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
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
Forest Hill Capital
Forest Hill Capital Little Rock, Arkansas $142M AUM 17.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's PHYS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 2,177 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #1087.

Pinnacle Wealth Planning Services first reported a position in PHYS in Q4 2025 and has held it in 4 quarters since. The position peaked at $77.2K in Q1 2026. 364 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,177 shares of Sprott Physical Gold worth $68.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1087 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sprott Physical Gold position peaked at $77.2K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.