Optimum Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Hold |
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|
2025
Q2 | $905K | Sell |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $505K | Hold |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $519K | Hold |
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|
2022
Q1 | $563K | Hold |
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|
2021
Q4 | $526K | Hold |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $556K | Hold |
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|
2021
Q1 | $531K | Sell |
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|
2020
Q4 | $616K | Buy |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $19K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $65K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $103K | Hold |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $121K | Hold |
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|
2016
Q1 | $111K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $101K | Buy |
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|
2015
Q1 | $108K | Hold |
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|
2014
Q4 | $107K | Hold |
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|
2014
Q3 | $105K | Hold |
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|
2014
Q2 | $121K | Buy |
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