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

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return