Foundations Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
33,354
+791
| +2% | +$20.1K | 0.01% | 470 |
|
|
2025
Q1 | $783K | Buy |
32,563
+5,302
| +19% | +$128K | 0.01% | 461 |
|
|
2024
Q4 | $549K | Buy |
27,261
+7,179
| +36% | +$145K | 0.01% | 521 |
|
|
2024
Q3 | $409K | Buy |
20,082
+917
| +5% | +$18.7K | 0.01% | 562 |
|
|
2024
Q2 | $346K | Sell |
19,165
-419
| -2% | -$7.57K | 0.01% | 576 |
|
|
2024
Q1 | $339K | Buy |
19,584
+519
| +3% | +$8.98K | 0.01% | 552 |
|
|
2023
Q4 | $303K | Buy |
+19,065
| New | +$303K | 0.01% | 548 |
|