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Evergreen Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

Evergreen Private Wealth’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
2026
Q1 		$191K Hold
5,400
– – 0.08% 65
2025
Q4 		$178K Sell
5,400
-1,901
-26% -$60.2K 0.07% 69
2025
Q3 		$216K Hold
7,301
– – 0.09% 64
2025
Q2 		$185K Hold
7,301
– – 0.08% 71
2025
Q1 		$176K Hold
7,301
– – 0.08% 72
2024
Q4 		$147K Sell
7,301
-4
-0.1% -$82 0.07% 87
2024
Q3 		$149K Sell
7,305
-509
-7% -$9.79K 0.07% 83
2024
Q2 		$141K Buy
+7,814
New +$142K 0.07% 85

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FDCDDQ
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CTC
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Morgan Stanley
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HWA
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EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return