Insight Wealth Partners, LLC

Position in PHYS — Sprott Physical Gold Trust

CIK 1627003 Plano, TX

Position in PHYS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,930,629

-$492,180 QoQ

Shares Held

54,476

-25.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

4.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Insight Wealth Partners, LLC holds $2,846,581 across 2 Asset Management names. PHYS ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PHYS	Sprott Physical Gold Trust This page	54,476	$1,930,629
2	WEA	Western Asset Premier Bond Fund	86,574	$915,952

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,930,629	54,476	-25.8%	Shares	Sole	2026-05-14
2025-12-31	$2,422,809	73,374	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$2,193,805	74,065	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,877,547	74,065	-11.9%	Shares	Sole	2025-07-31
2025-03-31	$2,021,737	84,029	-18.3%	Shares	Sole	2025-05-15
2024-12-31	$2,070,754	102,818	-19.4%	Shares	Sole	2025-02-14
2024-09-30	$2,600,508	127,601	-7.6%	Shares	Sole	2024-11-13
2024-06-30	$2,495,043	138,153	-13.5%	Shares	Sole	2024-07-18
2024-03-31	$2,761,547	159,627	-1.0%	Shares	Sole	2024-05-10
2023-12-31	$2,569,126	161,276	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$2,313,410	161,551	-4.1%	Shares	Sole	2023-10-30
2023-06-30	$2,514,199	168,512	-4.8%	Shares	Sole	2023-08-11
2023-03-31	$2,735,538	176,943	-1.5%	Shares	Sole	2023-05-12
2022-12-31	$2,533,431	179,676	0.0%	Shares	Sole	2023-02-01
2022-09-30	$2,299,852	179,676	+12.0%	Shares	Sole	2022-12-01
2022-06-30	$2,275,053	160,441	+0.5%	Shares	Sole	2022-07-13
2022-03-31	$2,454,220	159,676	+0.9%	Shares	Sole	2022-05-02
2021-12-31	$2,272,656	158,263	+10.9%	Shares	Sole	2022-02-04
2021-09-30	$1,968,997	142,681	+54.9%	Shares	Sole	2021-11-05
2021-06-30	$1,292,429	92,119	+13.2%	Shares	Sole	2021-07-14
2021-03-31	$1,091,211	81,373	+11.2%	Shares	Sole	2021-04-20
2020-12-31	$1,103,863	73,152	+39.2%	Shares	Sole	2021-01-19
2020-09-30	$790,681	52,537	+124.7%	Shares	Sole	2020-10-16
2020-06-30	$334,539	23,378	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.