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