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Life Planning Partners’s Sprott Physical Gold PHYS Stock Holding History

Life Planning 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
Q3 		– Sell
-32,910
Closed -$594K – 64
2024
Q2 		$594K Sell
32,910
-45,295
-58% -$822K 0.54% 38
2024
Q1 		$1.35M Sell
78,205
-51,693
-40% -$829K 1.35% 20
2023
Q4 		$2.07M Buy
+129,898
New +$2M 2.04% 14

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Life Planning Partners's PHYS Position: Q3 2024 in Review

Life Planning Partners sold out of Sprott Physical Gold (PHYS) in Q3 2024, closing a stake of 32,910 shares — an estimated $594K sold.

Life Planning Partners first reported a position in PHYS in Q4 2023 and held it in 3 quarters. The position peaked at $2.07M in Q4 2023. 464 funds tracked by Wall St. Rank hold PHYS as of Q3 2024.

  • Life Planning Partners reported no remaining Sprott Physical Gold position as of Q3 2024 after selling out during the quarter.
  • Life Planning Partners sold 32,910 Sprott Physical Gold shares in Q3 2024, an estimated $594K.
  • Life Planning Partners first reported a position in Sprott Physical Gold in Q4 2023 and held it in 3 quarters.
  • Life Planning Partners's Sprott Physical Gold position peaked at $2.07M in Q4 2023.
  • 464 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2024.

Based on Life Planning Partners's 13F filing for Q3 2024, filed 29 Oct 2024.