Surience Private Wealth
PHYS icon

Surience Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

Surience Private Wealth’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 		$935K Buy
29,893
+2,011
+7% +$64.8K 0.9% 24
2026
Q2 		$841K Sell
27,882
-7,867
-22% -$268K 0.74% 32
2026
Q1 		$1.27M Buy
35,749
+25,454
+247% +$942K 1.36% 23
2025
Q4 		$340K Buy
10,295
+3,175
+45% +$100K 0.37% 25
2025
Q3 		$211K Buy
+7,120
New +$189K 0.19% 30
2025
Q2 		– Sell
-101,540
Closed -$2.44M – 40
2025
Q1 		$2.44M Buy
+101,540
New +$2.25M 4.25% 10
2024
Q4 		– Sell
-110,608
Closed -$2.25M – 31
2024
Q3 		$2.25M Sell
110,608
-46,686
-30% -$898K 2.3% 16
2024
Q2 		$2.84M Buy
157,294
+29,373
+23% +$533K 3.65% 15
2024
Q1 		$2.21M Sell
127,921
-2,989
-2% -$47.9K 2.1% 19
2023
Q4 		$2.09M Buy
+130,910
New +$2.01M 2.12% 18
2023
Q1 		– Sell
-190,681
Closed -$2.69M – 24
2022
Q4 		$2.69M Buy
+190,681
New +$2.55M 3.57% 13
2022
Q3 		– Sell
-228,334
Closed -$3.24M – 18
2022
Q2 		$3.24M Buy
228,334
+49,099
+27% +$723K 4.88% 7
2022
Q1 		$2.76M Sell
179,235
-3,678
-2% -$54.6K 2.41% 16
2021
Q4 		$2.63M Buy
+182,913
New +$2.58M 2.14% 17

Other funds holding PHYS

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
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
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Surience Private Wealth's PHYS Position: Q3 2026 in Review

Surience Private Wealth increased its Sprott Physical Gold (PHYS) stake by 7.2% in Q3 2026, buying an estimated $64.8K and bringing the position to 29,893 shares worth $935K. The position accounts for 0.9% of the portfolio, ranked #24.

Surience Private Wealth first reported a position in PHYS in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.24M in Q2 2022. 158 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Surience Private Wealth held 29,893 shares of Sprott Physical Gold worth $935K as of Q3 2026.
  • Surience Private Wealth bought 2,011 Sprott Physical Gold shares in Q3 2026, an estimated $64.8K.
  • Sprott Physical Gold made up 0.9% of Surience Private Wealth's portfolio in Q3 2026, its #24 holding.
  • Surience Private Wealth first reported a position in Sprott Physical Gold in Q4 2021 and has held it in 14 quarters since.
  • Surience Private Wealth's Sprott Physical Gold position peaked at $3.24M in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.