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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

PHYS holding history

Sprott Physical Gold Trust in every 13F filed by Insight Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHYS overviewAll 13F holders of PHYSFull Q2 2026 holdings

Shares (Q2 2026)
54,476
Value
$1.64M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PHYS by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,476$1.64M0.2%00.0%UnchangedHolders
Q1 202654,476$1.93M0.8%−18,898−25.8%ReducedHolders
Q4 202573,374$2.42M1.0%−691−0.9%ReducedHolders
Q3 202574,065$2.19M1.0%00.0%UnchangedHolders
Q2 202574,065$1.88M1.0%−9,964−11.9%ReducedHolders
Q1 202584,029$2.02M1.2%−18,789−18.3%ReducedHolders
Q4 2024102,818$2.07M1.3%−24,783−19.4%ReducedHolders
Q3 2024127,601$2.60M1.6%−10,552−7.6%ReducedHolders
Q2 2024138,153$2.50M1.6%−21,474−13.5%ReducedHolders
Q1 2024159,627$2.76M1.8%−1,649−1.0%ReducedHolders
Q4 2023161,276$2.57M1.9%−275−0.2%ReducedHolders
Q3 2023161,551$2.31M1.9%−6,961−4.1%ReducedHolders
Q2 2023168,512$2.51M2.1%−8,431−4.8%ReducedHolders
Q1 2023176,943$2.74M2.5%−2,733−1.5%ReducedHolders
Q4 2022179,676$2.53M2.4%00.0%UnchangedHolders
Q3 2022179,676$2.30M2.3%+19,235+12.0%AddedHolders
Q2 2022160,441$2.27M1.8%+765+0.5%AddedHolders
Q1 2022159,676$2.45M1.7%+1,413+0.9%AddedHolders
Q4 2021158,263$2.27M1.3%+15,582+10.9%AddedHolders
Q3 2021142,681$1.97M1.3%+50,562+54.9%AddedHolders
Q2 202192,119$1.29M0.8%+10,746+13.2%AddedHolders
Q1 202181,373$1.09M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.