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Planning Capital Management Corporation’s Sprott Physical Gold PHYS Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$2.55K Buy
+125
New +$2.4K ﹤0.01% 569

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Planning Capital Management Corporation's PHYS Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Sprott Physical Gold (PHYS) in Q3 2024: 125 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

464 funds tracked by Wall St. Rank hold PHYS as of Q3 2024.

  • Planning Capital Management Corporation held 125 shares of Sprott Physical Gold worth $2.55K as of Q3 2024.
  • Sprott Physical Gold was a new Planning Capital Management Corporation position in Q3 2024.
  • Sprott Physical Gold made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #569 holding.
  • 464 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.