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

Drive 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
2025
Q1 		– Sell
-24,550
Closed -$505K – 370
2024
Q4 		$505K Hold
24,550
– – 0.12% 130
2024
Q3 		$500K Buy
+24,550
New +$472K 0.13% 125

Other funds holding PHYS

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Drive Wealth Management's PHYS Position: Q1 2025 in Review

Drive Wealth Management sold out of Sprott Physical Gold (PHYS) in Q1 2025, closing a stake of 24,550 shares — an estimated $505K sold.

Drive Wealth Management first reported a position in PHYS in Q3 2024 and held it in 2 quarters. The position peaked at $505K in Q4 2024. 537 funds tracked by Wall St. Rank hold PHYS as of Q1 2025.

  • Drive Wealth Management reported no remaining Sprott Physical Gold position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 24,550 Sprott Physical Gold shares in Q1 2025, an estimated $505K.
  • Drive Wealth Management first reported a position in Sprott Physical Gold in Q3 2024 and held it in 2 quarters.
  • Drive Wealth Management's Sprott Physical Gold position peaked at $505K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.