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Center for Financial Planning’s Sprott Physical Gold PHYS Stock Holding History

Center for Financial Planning’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
2025
Q3 		– Sell
-1,641
Closed -$41.6K – 694
2025
Q2 		$41.6K Hold
1,641
– – ﹤0.01% 316
2025
Q1 		$39.5K Buy
+1,641
New +$36.4K 0.01% 302

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Center for Financial Planning's PHYS Position: Q3 2025 in Review

Center for Financial Planning sold out of Sprott Physical Gold (PHYS) in Q3 2025, closing a stake of 1,641 shares — an estimated $41.6K sold.

Center for Financial Planning first reported a position in PHYS in Q1 2025 and held it in 2 quarters. The position peaked at $41.6K in Q2 2025. 583 funds tracked by Wall St. Rank hold PHYS as of Q3 2025.

  • Center for Financial Planning reported no remaining Sprott Physical Gold position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 1,641 Sprott Physical Gold shares in Q3 2025, an estimated $41.6K.
  • Center for Financial Planning first reported a position in Sprott Physical Gold in Q1 2025 and held it in 2 quarters.
  • Center for Financial Planning's Sprott Physical Gold position peaked at $41.6K in Q2 2025.
  • 583 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.