Toth Financial Advisory’s Sprott Physical Gold PHYS Stock Holding History

Toth Financial Advisory’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	$28.2K	Hold	903	–	–	﹤0.01%	462
2026 Q2	$27.2K	Hold	903	–	–	﹤0.01%	464
2026 Q1	$32K	Hold	903	–	–	﹤0.01%	421
2025 Q4	$29.8K	Hold	903	–	–	﹤0.01%	424
2025 Q3	$26.7K	Hold	903	–	–	﹤0.01%	437
2025 Q2	$22.9K	Buy	+903	New	+$22.7K	﹤0.01%	416
2022 Q3	–	Sell	-100	Closed	-$1K	–	781
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	662
2022 Q1	$2K	Buy	+100	New	+$1.48K	﹤0.01%	635
2020 Q4	–	Sell	-100	Closed	-$2K	–	623
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	492
2020 Q2	$1K	Buy	+100	New	+$1.38K	﹤0.01%	515
2018 Q3	–	Sell	-200	Closed	-$2K	–	457
2018 Q2	$2K	Buy	+200	New	+$2.12K	﹤0.01%	398

Other funds holding PHYS

FFA

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

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Toth Financial Advisory's PHYS Position: Q3 2026 in Review

Toth Financial Advisory held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 903 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Toth Financial Advisory first reported a position in PHYS in Q2 2018 and has held it in 11 quarters since. The position peaked at $32K in Q1 2026. 27 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Toth Financial Advisory held 903 shares of Sprott Physical Gold worth $28.2K as of Q3 2026.
Toth Financial Advisory left its Sprott Physical Gold share count unchanged in Q3 2026.
Sprott Physical Gold made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #462 holding.
Toth Financial Advisory first reported a position in Sprott Physical Gold in Q2 2018 and has held it in 11 quarters since.
Toth Financial Advisory's Sprott Physical Gold position peaked at $32K in Q1 2026.
27 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.