Towneley Capital Management’s Sprott Physical Gold PHYS Stock Holding History

Towneley Capital Management’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	$235K	Hold	7,510	–	–	0.05%	42
2026 Q2	$227K	Hold	7,510	–	–	0.04%	42
2026 Q1	$266K	Hold	7,510	–	–	0.06%	35
2025 Q4	$248K	Hold	7,510	–	–	0.05%	35
2025 Q3	$222K	Buy	+7,510	New	+$199K	0.05%	35

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

Towneley Capital Management's PHYS Position: Q3 2026 in Review

Towneley Capital Management held its Sprott Physical Gold (PHYS) position steady in Q3 2026 at 7,510 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #42.

Towneley Capital Management first reported a position in PHYS in Q3 2025 and has held it in 5 quarters since. The position peaked at $266K in Q1 2026. 27 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

Towneley Capital Management held 7,510 shares of Sprott Physical Gold worth $235K as of Q3 2026.
Towneley Capital Management left its Sprott Physical Gold share count unchanged in Q3 2026.
Sprott Physical Gold made up 0.05% of Towneley Capital Management's portfolio in Q3 2026, its #42 holding.
Towneley Capital Management first reported a position in Sprott Physical Gold in Q3 2025 and has held it in 5 quarters since.
Towneley Capital Management's Sprott Physical Gold position peaked at $266K in Q1 2026.
27 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.