Integrated Wealth Concepts’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.6M | Buy |
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|
2025
Q4 | $17.2M | Buy |
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|
2025
Q3 | $15.1M | Buy |
|
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|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $13.8M | Sell |
|
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|
2024
Q4 | $13.2M | Buy |
|
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|
2024
Q3 | $12.9M | Buy |
|
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|
2024
Q2 | $11.3M | Buy |
|
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|
2024
Q1 | $8.1M | Buy |
|
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|
2023
Q4 | $6.97M | Sell |
|
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|
2023
Q3 | $9.05M | Sell |
|
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|
2023
Q2 | $9.53M | Sell |
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|
2023
Q1 | $10M | Sell |
|
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|
2022
Q4 | $11.5M | Sell |
|
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $13.6M | Buy |
|
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $7.88M | Buy |
|
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|
2021
Q3 | $4.27M | Buy |
|
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|
2021
Q2 | $1.21M | Buy |
|
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|
2021
Q1 | $936K | Buy |
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|
2020
Q4 | $847K | Buy |
|
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|
2020
Q3 | $839K | Buy |
|
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|
2020
Q2 | $526K | Buy |
|