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Wealthcare Advisory Partners LLC → PHYS
Wealthcare Advisory Partners LLC PHYS Position History
Sprott Physical Gold Trust • Basic Materials
Quarters held
14
Latest value
$208K
Q3 2026
Peak value
$19.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15M |
| Q3 2025 | $498K |
| Q3 2025 | $201K |
| Q4 2025 | $16.7M |
| Q4 2025 | $527K |
| Q4 2025 | $236K |
| Q1 2026 | $19.1M |
| Q1 2026 | $568K |
| Q1 2026 | $221K |
| Q2 2026 | $16.5M |
| Q2 2026 | $472K |
| Q3 2026 | $17.5M |
| Q3 2026 | $556K |
| Q3 2026 | $208K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $208K | 4.4K | — | — |
| Q3 2026 | $556K | 7.5K | — | — |
| Q3 2026 | $17.5M | 560.0K | — | — |
| Q2 2026 | $472K | 7.5K | — | — |
| Q2 2026 | $16.5M | 545.6K | — | — |
| Q1 2026 | $221K | 1.5K | — | — |
| Q1 2026 | $568K | 7.5K | — | — |
| Q1 2026 | $19.1M | 539.0K | — | — |
| Q4 2025 | $236K | 2.4K | — | — |
| Q4 2025 | $527K | 7.6K | — | — |
| Q4 2025 | $16.7M | 506.5K | — | — |
| Q3 2025 | $201K | 2.4K | — | — |
| Q3 2025 | $498K | 8.0K | — | — |
| Q3 2025 | $15M | 505.5K | — | — |
Other funds holding PHYS
$191.3M
$177M
$177M
$168.8M
$168.8M
$157.9M
$139.5M
$137.6M