B. Riley Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$287K Buy
2024
Q4
$276K Hold
2024
Q3
$282K Sell
2024
Q2
$275K Sell
2024
Q1
$2.39M Sell
2023
Q4
$2.7M Buy
2023
Q3
$2.39M Sell
2023
Q2
$2.75M Sell
2023
Q1
$2.87M Sell
2022
Q4
$2.98M Buy
2022
Q3
$2.62M Buy
2022
Q2
$586K Hold
2022
Q1
$636K Hold
2021
Q4
$594K Buy
2021
Q3
$572K Hold
2021
Q2
$567K Buy
2021
Q1
$531K Buy
2020
Q4
$514K Buy
2020
Q3
$364K Buy