Modera Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
12,500
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $301K | Hold |
12,500
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $252K | Hold |
12,500
| – | – | ﹤0.01% | 542 |
|
|
2024
Q3 | $255K | Hold |
12,500
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $226K | Hold |
12,500
| – | – | ﹤0.01% | 524 |
|
|
2024
Q1 | $216K | Hold |
12,500
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $199K | Hold |
12,500
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $179K | Sell |
12,500
-200
| -2% | -$2.86K | ﹤0.01% | 522 |
|
|
2023
Q2 | $189K | Buy |
12,700
+200
| +2% | +$2.98K | ﹤0.01% | 535 |
|
|
2023
Q1 | $193K | Hold |
12,500
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $176K | Buy |
+12,500
| New | +$176K | 0.01% | 334 |
|