Meridian Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

Meridian Wealth 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
2021 Q2	–	Sell	-4,500	Closed	-$60K	–	933
2021 Q1	$60K	Hold	4,500	–	–	0.02%	143
2020 Q4	$68K	Hold	4,500	–	–	0.03%	121
2020 Q3	$68K	Hold	4,500	–	–	0.03%	108
2020 Q2	$64K	Hold	4,500	–	–	0.03%	111
2020 Q1	$59K	Hold	4,500	–	–	0.04%	113
2019 Q4	$55K	Buy	+4,500	New	+$53.6K	0.03%	125

Other funds holding PHYS

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $6.07B AUM 34.81% 1-Year Est. Return

CTC

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

JAM

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

FDCDDQ

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

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

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

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Wealth Partners's PHYS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Sprott Physical Gold (PHYS) in Q2 2021, closing a stake of 4,500 shares — an estimated $60K sold.

Meridian Wealth Partners first reported a position in PHYS in Q4 2019 and held it in 6 quarters. The position peaked at $68K in Q4 2020. 320 funds tracked by Wall St. Rank hold PHYS as of Q2 2021.

Meridian Wealth Partners reported no remaining Sprott Physical Gold position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 4,500 Sprott Physical Gold shares in Q2 2021, an estimated $60K.
Meridian Wealth Partners first reported a position in Sprott Physical Gold in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Sprott Physical Gold position peaked at $68K in Q4 2020.
320 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.