MPWT
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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 – 2440
2025
Q2 		$9.71K Buy
+383
New +$9.62K ﹤0.01% 1373
2019
Q2 		– Sell
-2,000
Closed -$20.9K – 812
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
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return