AAG
Accordant Advisory Group’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
371,431
+35,343
| +11% | +$896K | 7.01% | 2 |
|
|
2025
Q1 | $8.09M | Buy |
336,088
+57,017
| +20% | +$1.37M | 7.91% | 4 |
|
|
2024
Q4 | $5.62M | Buy |
279,071
+27,690
| +11% | +$558K | 5.42% | 6 |
|
|
2024
Q3 | $5.12M | Buy |
251,381
+7,191
| +3% | +$147K | 4.08% | 7 |
|
|
2024
Q2 | $4.41M | Sell |
244,190
-189,261
| -44% | -$3.42M | 4.17% | 7 |
|
|
2024
Q1 | $7.5M | Buy |
+433,451
| New | +$7.5M | 5.6% | 3 |
|