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Legacy Investment Solutions’s Sprott Physical Gold PHYS Stock Holding History

Legacy Investment Solutions’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
Q2 		$35.8K Buy
+1,413
New +$35.5K 0.02% 183
2024
Q4 		$31K Hold
1,400
– – 0.02% 160
2024
Q3 		$27.7K Buy
+1,400
New +$26.9K 0.02% 176

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Investment Solutions's PHYS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Sprott Physical Gold (PHYS) in Q2 2025: 1,413 shares worth $35.8K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PHYS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PHYS in Q3 2024 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold PHYS as of Q2 2025.

  • Legacy Investment Solutions held 1,413 shares of Sprott Physical Gold worth $35.8K as of Q2 2025.
  • Sprott Physical Gold was a new Legacy Investment Solutions position in Q2 2025.
  • Sprott Physical Gold made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #183 holding.
  • Legacy Investment Solutions first reported a position in Sprott Physical Gold in Q3 2024 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.