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Independent Wealth Network’s Sprott Physical Gold PHYS Stock Holding History

Independent Wealth Network’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
2023
Q2 		– Sell
-10,188
Closed -$158K – 218
2023
Q1 		$158K Sell
10,188
-27
-0.3% -$396 0.1% 185
2022
Q4 		$144K Sell
10,215
-98
-1% -$1.31K 0.1% 183
2022
Q3 		$132K Sell
10,313
-413
-4% -$5.56K 0.1% 162
2022
Q2 		$152K Sell
10,726
-945
-8% -$13.9K 0.11% 175
2022
Q1 		$179K Sell
11,671
-92
-0.8% -$1.36K 0.11% 190
2021
Q4 		$169K Buy
11,763
+627
+6% +$8.86K 0.1% 203
2021
Q3 		$156K Buy
+11,136
New +$158K 0.1% 189

Other funds holding PHYS

QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Independent Wealth Network's PHYS Position: Q2 2023 in Review

Independent Wealth Network sold out of Sprott Physical Gold (PHYS) in Q2 2023, closing a stake of 10,188 shares — an estimated $158K sold.

Independent Wealth Network first reported a position in PHYS in Q3 2021 and held it in 7 quarters. The position peaked at $179K in Q1 2022. 383 funds tracked by Wall St. Rank hold PHYS as of Q2 2023.

  • Independent Wealth Network reported no remaining Sprott Physical Gold position as of Q2 2023 after selling out during the quarter.
  • Independent Wealth Network sold 10,188 Sprott Physical Gold shares in Q2 2023, an estimated $158K.
  • Independent Wealth Network first reported a position in Sprott Physical Gold in Q3 2021 and held it in 7 quarters.
  • Independent Wealth Network's Sprott Physical Gold position peaked at $179K in Q1 2022.
  • 383 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.