Elevate Capital Advisors’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5M Sell
197,208
-4,985
-2% -$126K 3.98% 1
2025
Q1
$4.86M Sell
202,193
-17,644
-8% -$425K 4.5% 2
2024
Q4
$4.43M Buy
+219,837
New +$4.43M 3.9% 5