J.W. Cole Advisors’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
$2.29M Buy
2025
Q2
$1.76M Buy
2025
Q1
$1.44M Buy
2024
Q4
$849K Buy
2024
Q3
$848K Sell
2024
Q2
$759K Buy
2024
Q1
$677K Hold
2023
Q4
$623K Buy
2023
Q3
$554K Buy
2023
Q2
$392K Buy
2023
Q1
$344K Buy
2022
Q4
$268K Buy
2022
Q3
$212K Buy
2022
Q2
$180K Buy