Nadler Financial Group’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $638K | Buy |
25,155
+590
| +2% | +$15K | 0.07% | 64 |
|
2025
Q1 | $591K | Sell |
24,565
-5,440
| -18% | -$131K | 0.07% | 67 |
|
2024
Q4 | $604K | Hold |
30,005
| – | – | 0.06% | 64 |
|
2024
Q3 | $612K | Buy |
30,005
+9,830
| +49% | +$200K | 0.07% | 61 |
|
2024
Q2 | $364K | Buy |
20,175
+2,740
| +16% | +$49.5K | 0.04% | 75 |
|
2024
Q1 | $302K | Sell |
17,435
-560
| -3% | -$9.69K | 0.04% | 83 |
|
2023
Q4 | $287K | Hold |
17,995
| – | – | 0.04% | 82 |
|
2023
Q3 | $258K | Buy |
17,995
+2,710
| +18% | +$38.8K | 0.04% | 87 |
|
2023
Q2 | $228K | Sell |
15,285
-485
| -3% | -$7.24K | 0.03% | 103 |
|
2023
Q1 | $244K | Hold |
15,770
| – | – | 0.04% | 94 |
|
2022
Q4 | $222K | Sell |
15,770
-290
| -2% | -$4.09K | 0.04% | 100 |
|
2022
Q3 | $206K | Hold |
16,060
| – | – | 0.04% | 95 |
|
2022
Q2 | $228K | Hold |
16,060
| – | – | 0.04% | 94 |
|
2022
Q1 | $247K | Buy |
16,060
+5,275
| +49% | +$81.1K | 0.04% | 98 |
|
2021
Q4 | $155K | Hold |
10,785
| – | – | 0.02% | 130 |
|
2021
Q3 | $149K | Buy |
+10,785
| New | +$149K | 0.02% | 126 |
|
2014
Q1 | – | Sell |
-10,150
| Closed | -$101K | – | 78 |
|
2013
Q4 | $101K | Hold |
10,150
| – | – | 0.07% | 82 |
|
2013
Q3 | $112K | Hold |
10,150
| – | – | 0.08% | 72 |
|
2013
Q2 | $104K | Buy |
+10,150
| New | +$104K | 0.07% | 83 |
|