JFS Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

JFS Wealth Advisors’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
2022 Q3	–	Sell	-725	Closed	-$10K	–	1877
2022 Q2	$10K	Hold	725	–	–	﹤0.01%	769
2022 Q1	$11K	Hold	725	–	–	﹤0.01%	769
2021 Q4	$10K	Hold	725	–	–	﹤0.01%	688
2021 Q3	$10K	Hold	725	–	–	﹤0.01%	641
2021 Q2	$10K	Hold	725	–	–	﹤0.01%	443
2021 Q1	$10K	Buy	+725	New	+$10.3K	﹤0.01%	419
2015 Q2	–	Sell	-6,292	Closed	-$62K	–	520
2015 Q1	$62K	Hold	6,292	–	–	0.03%	164
2014 Q4	$61K	Hold	6,292	–	–	0.01%	164
2014 Q3	$63K	Hold	6,292	–	–	0.01%	158
2014 Q2	$69K	Buy	+6,292	New	+$67.3K	0.01%	153
2013 Q4	–	Sell	-14,205	Closed	-$157K	–	137
2013 Q3	$157K	Buy	+14,205	New	+$157K	0.07%	119

Other funds holding PHYS

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EAM

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

JFS Wealth Advisors's PHYS Position: Q3 2022 in Review

JFS Wealth Advisors sold out of Sprott Physical Gold (PHYS) in Q3 2022, closing a stake of 725 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in PHYS in Q3 2013 and held it in 11 quarters. The position peaked at $157K in Q3 2013. 364 funds tracked by Wall St. Rank hold PHYS as of Q3 2022.

JFS Wealth Advisors reported no remaining Sprott Physical Gold position as of Q3 2022 after selling out during the quarter.
JFS Wealth Advisors sold 725 Sprott Physical Gold shares in Q3 2022, an estimated $10K.
JFS Wealth Advisors first reported a position in Sprott Physical Gold in Q3 2013 and held it in 11 quarters.
JFS Wealth Advisors's Sprott Physical Gold position peaked at $157K in Q3 2013.
364 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.