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Summit Financial Strategies’s Sprott Physical Gold PHYS Stock Holding History

Summit Financial 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 		– Sell
-6,692
Closed -$202K – 173
2026
Q2 		$202K Buy
6,692
+90
+1% +$3.07K 0.01% 163
2026
Q1 		$234K Buy
6,602
+330
+5% +$12.2K 0.02% 144
2025
Q4 		$207K Buy
+6,272
New +$199K 0.02% 154

Other funds holding PHYS

TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $79.1M AUM

Summit Financial Strategies's PHYS Position: Q3 2026 in Review

Summit Financial Strategies sold out of Sprott Physical Gold (PHYS) in Q3 2026, closing a stake of 6,692 shares — an estimated $202K sold.

Summit Financial Strategies first reported a position in PHYS in Q4 2025 and held it in 3 quarters. The position peaked at $234K in Q1 2026. 73 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Summit Financial Strategies reported no remaining Sprott Physical Gold position as of Q3 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 6,692 Sprott Physical Gold shares in Q3 2026, an estimated $202K.
  • Summit Financial Strategies first reported a position in Sprott Physical Gold in Q4 2025 and held it in 3 quarters.
  • Summit Financial Strategies's Sprott Physical Gold position peaked at $234K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.