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Catalyst Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Catalyst Wealth Management’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
Q1 		$273K Hold
17,675
– – 0.26% 102
2022
Q4 		$249K Buy
+17,675
New +$236K 0.24% 109

Other funds holding PHYS

QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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 35.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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 $1.14B AUM 37.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Catalyst Wealth Management's PHYS Position: Q1 2023 in Review

Catalyst Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q1 2023 at 17,675 shares worth $273K. The position accounts for 0.26% of the portfolio, ranked #102.

Catalyst Wealth Management first reported a position in PHYS in Q4 2022 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold PHYS as of Q1 2023.

  • Catalyst Wealth Management held 17,675 shares of Sprott Physical Gold worth $273K as of Q1 2023.
  • Catalyst Wealth Management left its Sprott Physical Gold share count unchanged in Q1 2023.
  • Sprott Physical Gold made up 0.26% of Catalyst Wealth Management's portfolio in Q1 2023, its #102 holding.
  • Catalyst Wealth Management first reported a position in Sprott Physical Gold in Q4 2022 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.