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

Frontier 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
2022
Q2 		$1.03M Hold
72,700
– – 0.07% 174
2022
Q1 		$1.13M Hold
72,700
– – 0.01% 165
2021
Q4 		$1.04M Hold
72,700
– – 0.07% 185
2021
Q3 		$1M Buy
+72,700
New +$1.03M 0.07% 178

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Frontier Wealth Management's PHYS Position: Q2 2022 in Review

Frontier Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q2 2022 at 72,700 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #174.

Frontier Wealth Management first reported a position in PHYS in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2022. 381 funds tracked by Wall St. Rank hold PHYS as of Q2 2022.

  • Frontier Wealth Management held 72,700 shares of Sprott Physical Gold worth $1.03M as of Q2 2022.
  • Frontier Wealth Management left its Sprott Physical Gold share count unchanged in Q2 2022.
  • Sprott Physical Gold made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #174 holding.
  • Frontier Wealth Management first reported a position in Sprott Physical Gold in Q3 2021 and has held it in 4 quarters since.
  • Frontier Wealth Management's Sprott Physical Gold position peaked at $1.13M in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.