Independent Family Office’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 | $1.3M | Sell |
51,316
-17,075
| -25% | -$433K | 0.6% | 30 |
|
|
2025
Q1 | $1.65M | Hold |
68,391
| – | – | 0.87% | 18 |
|
|
2024
Q4 | $1.38M | Hold |
68,391
| – | – | 0.72% | 25 |
|
|
2024
Q3 | $1.39M | Hold |
68,391
| – | – | 0.7% | 27 |
|
|
2024
Q2 | $1.24M | Hold |
68,391
| – | – | 0.7% | 24 |
|
|
2024
Q1 | $1.18M | Hold |
68,391
| – | – | 0.64% | 27 |
|
|
2023
Q4 | $1.09M | Hold |
68,391
| – | – | 0.62% | 30 |
|
|
2023
Q3 | $979K | Hold |
68,391
| – | – | 0.61% | 31 |
|
|
2023
Q2 | $1.02M | Hold |
68,391
| – | – | 0.62% | 31 |
|
|
2023
Q1 | $1.06M | Hold |
68,391
| – | – | 0.61% | 32 |
|
|
2022
Q4 | $964K | Hold |
68,391
| – | – | 0.58% | 31 |
|
|
2022
Q3 | $875K | Hold |
68,391
| – | – | 0.43% | 33 |
|
|
2022
Q2 | $970 | Hold |
68,391
| – | – | 0.48% | 28 |
|
|
2022
Q1 | $1.05M | Hold |
68,391
| – | – | 0.34% | 30 |
|
|
2021
Q4 | $982K | Hold |
68,391
| – | – | 0.37% | 28 |
|
|
2021
Q3 | $944K | Hold |
68,391
| – | – | 0.39% | 21 |
|
|
2021
Q2 | $960K | Hold |
68,391
| – | – | 0.37% | 24 |
|
|
2021
Q1 | $917K | Buy |
68,391
+5,767
| +9% | +$77.3K | 0.36% | 24 |
|
|
2020
Q4 | $945K | Buy |
62,624
+16,796
| +37% | +$253K | 0.39% | 24 |
|
|
2020
Q3 | $690K | Buy |
45,828
+21,725
| +90% | +$327K | 0.33% | 29 |
|
|
2020
Q2 | $345K | Buy |
+24,103
| New | +$345K | 0.18% | 47 |
|