Mariner Independent Advisor Network’s Sprott Physical Gold PHYS Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$309K	Buy	24,134 +154	+0.6%	+$2.07K	0.01%	519
2022 Q2	$340K	Buy	23,980 +6,194	+35%	+$91.3K	0.01%	510
2022 Q1	$273K	Buy	17,786 +100	+0.6%	+$1.48K	0.01%	490
2021 Q4	$253K	Buy	17,686 +300	+2%	+$4.24K	0.01%	435
2021 Q3	$241K	Buy	17,386 +3,600	+26%	+$50.9K	0.01%	451
2021 Q2	$193K	Buy	+13,786	New	+$198K	0.01%	482
2021 Q1	–	Sell	-13,786	Closed	-$208K	–	450
2020 Q4	$208K	Buy	+13,786	New	+$205K	0.01%	402

Other funds holding PHYS

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Mariner Independent Advisor Network's PHYS Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Sprott Physical Gold (PHYS) stake by 0.64% in Q3 2022, buying an estimated $2.07K and bringing the position to 24,134 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #519.

Mariner Independent Advisor Network first reported a position in PHYS in Q4 2020 and has held it in 7 quarters since. The position peaked at $340K in Q2 2022. 363 funds tracked by Wall St. Rank hold PHYS as of Q3 2022.

Mariner Independent Advisor Network held 24,134 shares of Sprott Physical Gold worth $309K as of Q3 2022.
Mariner Independent Advisor Network bought 154 Sprott Physical Gold shares in Q3 2022, an estimated $2.07K.
Sprott Physical Gold made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #519 holding.
Mariner Independent Advisor Network first reported a position in Sprott Physical Gold in Q4 2020 and has held it in 7 quarters since.
Mariner Independent Advisor Network's Sprott Physical Gold position peaked at $340K in Q2 2022.
363 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.