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

Kingswood 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
2025 Q1	–	Sell	-39,450	Closed	-$795K	–	803
2024 Q4	$795K	Buy	39,450 +1,150	+3%	+$23.6K	0.06%	322
2024 Q3	$781K	Buy	38,300 +11,000	+40%	+$212K	0.06%	349
2024 Q2	$493K	Hold	27,300	–	–	0.04%	397
2024 Q1	$472K	Hold	27,300	–	–	0.05%	365
2023 Q4	$435K	Hold	27,300	–	–	0.05%	376
2023 Q3	$391K	Buy	27,300 +3,350	+14%	+$50.3K	0.07%	290
2023 Q2	$357K	Buy	+23,950	New	+$370K	0.11%	174

Other funds holding PHYS

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

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingswood Wealth Advisors's PHYS Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Sprott Physical Gold (PHYS) in Q1 2025, closing a stake of 39,450 shares — an estimated $795K sold.

Kingswood Wealth Advisors first reported a position in PHYS in Q2 2023 and held it in 7 quarters. The position peaked at $795K in Q4 2024. 537 funds tracked by Wall St. Rank hold PHYS as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Sprott Physical Gold position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 39,450 Sprott Physical Gold shares in Q1 2025, an estimated $795K.
Kingswood Wealth Advisors first reported a position in Sprott Physical Gold in Q2 2023 and held it in 7 quarters.
Kingswood Wealth Advisors's Sprott Physical Gold position peaked at $795K in Q4 2024.
537 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.