Cerity Partners’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
$15.1M Buy
2025
Q2
$1.98M Buy
2025
Q1
$1.65M Buy
2024
Q4
$886K Buy
2024
Q3
$890K Buy
2024
Q2
$753K Sell
2024
Q1
$745K Sell
2023
Q4
$715K Buy
2023
Q3
$599K Buy
2023
Q2
$609K Buy
2023
Q1
$364K Buy
2022
Q4
$296K Buy
2022
Q3
$187K Hold
2022
Q2
$207K Buy