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

Gupta 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
2016
Q1 		$46K Hold
4,500
– – 0.01% 455
2015
Q4 		$39K Buy
+4,500
New +$40.8K 0.01% 476

Other funds holding PHYS

SAC
Smith Affiliated Capital New York $86.5M AUM 5.91% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's PHYS Position: Q1 2016 in Review

Gupta Wealth Management held its Sprott Physical Gold (PHYS) position steady in Q1 2016 at 4,500 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #455.

Gupta Wealth Management first reported a position in PHYS in Q4 2015 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold PHYS as of Q1 2016.

  • Gupta Wealth Management held 4,500 shares of Sprott Physical Gold worth $46K as of Q1 2016.
  • Gupta Wealth Management left its Sprott Physical Gold share count unchanged in Q1 2016.
  • Sprott Physical Gold made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #455 holding.
  • Gupta Wealth Management first reported a position in Sprott Physical Gold in Q4 2015 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.