Live Oak Private Wealth’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$371K Buy
2023
Q2
Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.31M Hold
2022
Q2
$1.45M Hold
2022
Q1
$1.57M Hold
2021
Q4
$1.47M Hold
2021
Q3
$1.41M Hold
2021
Q2
$1.44M Buy
2021
Q1
$1.33M Buy