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Virginia Estate & Retirement Planning Advisors’s Sprott Physical Gold PHYS Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$3.45M Buy
+110,317
New +$3.56M 4.37% 6

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
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 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
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's PHYS Position: Q3 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Sprott Physical Gold (PHYS) in Q3 2026: 110,317 shares worth $3.45M. The stake represents 4.37% of the portfolio and ranks #6 among its holdings.

83 funds tracked by Wall St. Rank hold PHYS as of Q3 2026.

  • Virginia Estate & Retirement Planning Advisors held 110,317 shares of Sprott Physical Gold worth $3.45M as of Q3 2026.
  • Sprott Physical Gold was a new Virginia Estate & Retirement Planning Advisors position in Q3 2026.
  • Sprott Physical Gold made up 4.37% of Virginia Estate & Retirement Planning Advisors's portfolio in Q3 2026, its #6 holding.
  • 83 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.