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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PHYS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PHYS Position History
Sprott Physical Gold Trust • Basic Materials
Quarters held
9
Latest value
$1.6M
Q3 2026
Peak value
$40.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36.5M |
| Q4 2025 | $40.2M |
| Q4 2025 | $536K |
| Q1 2026 | $39.4M |
| Q1 2026 | $1.8M |
| Q2 2026 | $20.5M |
| Q2 2026 | $1.5M |
| Q3 2026 | $19.5M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 30.4K | — | — |
| Q3 2026 | $19.5M | 623.4K | — | — |
| Q2 2026 | $1.5M | 30.4K | — | — |
| Q2 2026 | $20.5M | 662.7K | — | — |
| Q1 2026 | $1.8M | 30.4K | — | — |
| Q1 2026 | $39.4M | 1.11M | — | — |
| Q4 2025 | $536K | 8.8K | — | — |
| Q4 2025 | $40.2M | 1.17M | — | — |
| Q3 2025 | $36.5M | 1.20M | — | — |
Other funds holding PHYS
$191.3M
$177M
$177M
$168.8M
$168.8M
$157.9M
$139.5M
$137.6M