MassMutual Private Wealth & Trust’s Sprott Physical Gold PHYS Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-383	Closed	-$9.71K	–	2437
2025 Q2	$9.71K	Buy	+383	New	+$9.62K	﹤0.01%	1373
2019 Q2	–	Sell	-2,000	Closed	-$20.9K	–	811
2019 Q1	$20.9K	Hold	2,000	–	–	﹤0.01%	509
2018 Q4	$20.6K	Hold	2,000	–	–	﹤0.01%	482
2018 Q3	$19.1K	Hold	2,000	–	–	﹤0.01%	511
2018 Q2	$20.4K	Buy	+2,000	New	+$21.2K	﹤0.01%	497

Other funds holding PHYS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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 $1.14B AUM 37.36% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MassMutual Private Wealth & Trust's PHYS Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Sprott Physical Gold (PHYS) in Q3 2025, closing a stake of 383 shares — an estimated $9.71K sold.

MassMutual Private Wealth & Trust first reported a position in PHYS in Q2 2018 and held it in 5 quarters. The position peaked at $20.9K in Q1 2019. 582 funds tracked by Wall St. Rank hold PHYS as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining Sprott Physical Gold position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 383 Sprott Physical Gold shares in Q3 2025, an estimated $9.71K.
MassMutual Private Wealth & Trust first reported a position in Sprott Physical Gold in Q2 2018 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Sprott Physical Gold position peaked at $20.9K in Q1 2019.
582 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.