Beacon Financial Group’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
$543K Hold
2025
Q2
$464K Hold
2025
Q1
$441K Buy
2024
Q4
$367K Sell
2024
Q3
$378K Sell
2024
Q2
$336K Hold
2024
Q1
$322K Buy
2023
Q4
$187K Buy
2014
Q1
Sell
2013
Q4
$390K Sell
2013
Q3
$4.89M Buy