Coombe, Bender & Co’s Sprott Physical Gold PHYS Stock Holding History

Coombe, Bender & Co’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
2024 Q2	$190K	Buy	+10,498	New	+$190K	0.11%	72
2023 Q3	–	Sell	-10,094	Closed	-$151K	–	72
2023 Q2	$151K	Sell	10,094 -41	-0.4%	-$633	0.11%	74
2023 Q1	$157K	Hold	10,135	–	–	0.12%	76
2022 Q4	$143K	Hold	10,135	–	–	0.13%	69
2022 Q3	$130K	Hold	10,135	–	–	0.12%	72
2022 Q2	$144K	Buy	+10,135	New	+$149K	0.12%	73

Other funds holding PHYS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return