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Jaffetilchin Investment Partners’s Sprott Physical Gold PHYS Stock Holding History

Jaffetilchin Investment Partners’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
-950
Closed -$19.4K – 1036
2024
Q3 		$19.4K Buy
+950
New +$18.3K ﹤0.01% 778

Other funds holding PHYS

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Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jaffetilchin Investment Partners's PHYS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Sprott Physical Gold (PHYS) in Q4 2024, closing a stake of 950 shares — an estimated $19.4K sold.

Jaffetilchin Investment Partners first reported a position in PHYS in Q3 2024 and held it in 1 quarter. The position peaked at $19.4K in Q3 2024. 492 funds tracked by Wall St. Rank hold PHYS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Sprott Physical Gold position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 950 Sprott Physical Gold shares in Q4 2024, an estimated $19.4K.
  • Jaffetilchin Investment Partners first reported a position in Sprott Physical Gold in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Sprott Physical Gold position peaked at $19.4K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.