AAS
Avantax Advisory Services’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
545,100
+132,995
| +32% | +$3.37M | 0.08% | 199 |
|
|
2025
Q1 | $9.92M | Buy |
412,105
+396,193
| +2,490% | +$9.53M | 0.06% | 248 |
|
|
2024
Q4 | $320K | Buy |
15,912
+3,779
| +31% | +$76.1K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $247K | Buy |
+12,133
| New | +$247K | ﹤0.01% | 1885 |
|
|
2021
Q1 | – | Sell |
-13,601
| Closed | -$206K | – | 1066 |
|
|
2020
Q4 | $206K | Sell |
13,601
-71,149
| -84% | -$1.08M | ﹤0.01% | 871 |
|
|
2020
Q3 | $1.27M | Buy |
+84,750
| New | +$1.27M | 0.02% | 472 |
|