Plan Group Financial
PHYS icon

Plan Group Financial’s Sprott Physical Gold PHYS Stock Holding History

Plan Group Financial’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 		$280K Hold
9,000
– – 0.06% 186
2026
Q2 		$272K Sell
9,000
-300
-3% -$10.2K 0.06% 187
2026
Q1 		$330K Buy
9,300
+2,000
+27% +$74K 0.08% 161
2025
Q4 		$241K Buy
+7,300
New +$231K 0.06% 173

Other funds holding PHYS

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Plan Group Financial's PHYS Position: Q3 2026 in Review

Plan Group Financial held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 9,000 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #186.

Plan Group Financial first reported a position in PHYS in Q4 2025 and has held it in 4 quarters since. The position peaked at $330K in Q1 2026. 200 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Plan Group Financial held 9,000 shares of Sprott Physical Gold worth $280K as of Q3 2026.
  • Plan Group Financial left its Sprott Physical Gold share count unchanged in Q3 2026.
  • Sprott Physical Gold made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #186 holding.
  • Plan Group Financial first reported a position in Sprott Physical Gold in Q4 2025 and has held it in 4 quarters since.
  • Plan Group Financial's Sprott Physical Gold position peaked at $330K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.