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
2025
Q3
$15.1M Buy
2025
Q2
$11.3M Sell
2025
Q1
$13.8M Sell
2024
Q4
$13.2M Buy
2024
Q3
$12.9M Buy
2024
Q2
$11.3M Buy
2024
Q1
$8.1M Buy
2023
Q4
$6.97M Sell
2023
Q3
$9.05M Sell
2023
Q2
$9.53M Sell
2023
Q1
$10M Sell
2022
Q4
$11.5M Sell
2022
Q3
$15.7M Buy
2022
Q2
$13.6M Buy
2022
Q1
$11.4M Buy
2021
Q4
$7.88M Buy
2021
Q3
$4.27M Buy
2021
Q2
$1.21M Buy
2021
Q1
$936K Buy
2020
Q4
$847K Buy
2020
Q3
$839K Buy
2020
Q2
$526K Buy