Institute for Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Institute for 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
2018 Q1	–	Sell	-38,519	Closed	-$412K	–	363
2017 Q4	$412K	Buy	+38,519	New	+$400K	0.1%	256

Other funds holding PHYS

PAMP

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

PHS

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

EAM

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

KLC

Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institute for Wealth Management's PHYS Position: Q1 2018 in Review

Institute for Wealth Management sold out of Sprott Physical Gold (PHYS) in Q1 2018, closing a stake of 38,519 shares — an estimated $412K sold.

Institute for Wealth Management first reported a position in PHYS in Q4 2017 and held it in 1 quarter. The position peaked at $412K in Q4 2017. 160 funds tracked by Wall St. Rank hold PHYS as of Q1 2018.

Institute for Wealth Management reported no remaining Sprott Physical Gold position as of Q1 2018 after selling out during the quarter.
Institute for Wealth Management sold 38,519 Sprott Physical Gold shares in Q1 2018, an estimated $412K.
Institute for Wealth Management first reported a position in Sprott Physical Gold in Q4 2017 and held it in 1 quarter.
Institute for Wealth Management's Sprott Physical Gold position peaked at $412K in Q4 2017.
160 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.