Kovitz Investment Group Partners’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
23,847
-4,810
| -17% | -$122K | ﹤0.01% | 920 |
|
|
2025
Q1 | $689K | Sell |
28,657
-34,839
| -55% | -$838K | ﹤0.01% | 822 |
|
|
2024
Q4 | $1.28M | Sell |
63,496
-13,327
| -17% | -$268K | 0.01% | 665 |
|
|
2024
Q3 | $1.57M | Sell |
76,823
-32,817
| -30% | -$669K | 0.01% | 536 |
|
|
2024
Q2 | $1.98M | Sell |
109,640
-27,519
| -20% | -$497K | 0.02% | 432 |
|
|
2024
Q1 | $2.37M | Buy |
+137,159
| New | +$2.37M | 0.03% | 281 |
|