CFRPA
PHYS icon

Castle Financial & Retirement Planning Associates’s Sprott Physical Gold PHYS Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$75K Buy
+5,166
New +$73K 0.25% 35

Other funds holding PHYS

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PHYS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Sprott Physical Gold (PHYS) in Q4 2021: 5,166 shares worth $75K. The stake represents 0.25% of the portfolio and ranks #35 among its holdings.

354 funds tracked by Wall St. Rank hold PHYS as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 5,166 shares of Sprott Physical Gold worth $75K as of Q4 2021.
  • Sprott Physical Gold was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Sprott Physical Gold made up 0.25% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #35 holding.
  • 354 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.