Proactive Wealth Strategies
PHYS icon

Proactive Wealth Strategies’s Sprott Physical Gold PHYS Stock Holding History

Proactive Wealth Strategies’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 		$8.78M Sell
280,782
-6,304
-2% -$203K 1.36% 18
2026
Q2 		$8.66M Buy
287,086
+98
+0% +$3.34K 1.39% 18
2026
Q1 		$10.2M Buy
286,988
+143,494
+100% +$5.31M 1.91% 8
2025
Q4 		$4.74M Buy
143,494
+8,990
+7% +$285K 1.88% 11
2025
Q3 		$3.98M Sell
134,504
-912
-0.7% -$24.2K 1.72% 13
2025
Q2 		$3.43M Buy
135,416
+24,534
+22% +$616K 1.62% 15
2025
Q1 		$2.67M Buy
+110,882
New +$2.46M 1.42% 20

Other funds holding PHYS

Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 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

Proactive Wealth Strategies's PHYS Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Sprott Physical Gold (PHYS) stake by 2.2% in Q3 2026, selling an estimated $203K and leaving 280,782 shares worth $8.78M. The position accounts for 1.36% of the portfolio, ranked #18.

Proactive Wealth Strategies first reported a position in PHYS in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2026. 439 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Proactive Wealth Strategies held 280,782 shares of Sprott Physical Gold worth $8.78M as of Q3 2026.
  • Proactive Wealth Strategies sold 6,304 Sprott Physical Gold shares in Q3 2026, an estimated $203K.
  • Sprott Physical Gold made up 1.36% of Proactive Wealth Strategies's portfolio in Q3 2026, its #18 holding.
  • Proactive Wealth Strategies first reported a position in Sprott Physical Gold in Q1 2025 and has held it in 7 quarters since.
  • Proactive Wealth Strategies's Sprott Physical Gold position peaked at $10.2M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.