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Buck Wealth Strategies’s Sprott Physical Gold PHYS Stock Holding History

Buck Wealth Strategies’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-800
Closed -$12.4K – 278
2023
Q1 		$12.4K Buy
+800
New +$11.7K 0.01% 101

Other funds holding PHYS

QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Buck Wealth Strategies's PHYS Position: Q2 2023 in Review

Buck Wealth Strategies sold out of Sprott Physical Gold (PHYS) in Q2 2023, closing a stake of 800 shares — an estimated $12.4K sold.

Buck Wealth Strategies first reported a position in PHYS in Q1 2023 and held it in 1 quarter. The position peaked at $12.4K in Q1 2023. 382 funds tracked by Wall St. Rank hold PHYS as of Q2 2023.

  • Buck Wealth Strategies reported no remaining Sprott Physical Gold position as of Q2 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 800 Sprott Physical Gold shares in Q2 2023, an estimated $12.4K.
  • Buck Wealth Strategies first reported a position in Sprott Physical Gold in Q1 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Sprott Physical Gold position peaked at $12.4K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2023.

Based on Buck Wealth Strategies's 13F filing for Q2 2023, filed 6 Nov 2023.