Iron Horse Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Iron Horse 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
2024 Q4	–	Sell	-2	Closed	-$41	–	522
2024 Q3	$41	Hold	2	–	–	﹤0.01%	499
2024 Q2	$36	Buy	+2	New	+$36	﹤0.01%	479
2023 Q3	–	Sell	-129	Closed	-$1.93K	–	508
2023 Q2	$1.93K	Hold	129	–	–	﹤0.01%	235
2023 Q1	$1.99K	Sell	129 -671	-84%	-$9.84K	﹤0.01%	260
2022 Q4	$11K	Buy	+800	New	+$10.7K	0.01%	125
2022 Q3	–	Sell	-637	Closed	-$9K	–	237
2022 Q2	$9K	Sell	637 -4,447	-87%	-$65.5K	0.01%	127
2022 Q1	$78K	Buy	+5,084	New	+$75.4K	0.04%	63

Other funds holding PHYS

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

FDCDDQ

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

EAM

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

CTC

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

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

BFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Iron Horse Wealth Management's PHYS Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of Sprott Physical Gold (PHYS) in Q4 2024, closing a stake of 2 shares — an estimated $41 sold.

Iron Horse Wealth Management first reported a position in PHYS in Q1 2022 and held it in 7 quarters. The position peaked at $78K in Q1 2022. 492 funds tracked by Wall St. Rank hold PHYS as of Q4 2024.

Iron Horse Wealth Management reported no remaining Sprott Physical Gold position as of Q4 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 2 Sprott Physical Gold shares in Q4 2024, an estimated $41.
Iron Horse Wealth Management first reported a position in Sprott Physical Gold in Q1 2022 and held it in 7 quarters.
Iron Horse Wealth Management's Sprott Physical Gold position peaked at $78K in Q1 2022.
492 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.