Plante Moran Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-805	Closed	-$16.2K	–	924
2024 Q4	$16.2K	Hold	805	–	–	﹤0.01%	521
2024 Q3	$16.4K	Buy	+805	New	+$15.5K	﹤0.01%	551
2023 Q2	–	Sell	-3,521	Closed	-$54.4K	–	849
2023 Q1	$54.4K	Buy	+3,521	New	+$51.6K	0.01%	282
2021 Q1	–	Sell	-704	Closed	-$11K	–	1091
2020 Q4	$11K	Hold	704	–	–	﹤0.01%	619
2020 Q3	$11K	Hold	704	–	–	﹤0.01%	596
2020 Q2	$10K	Buy	+704	New	+$9.71K	﹤0.01%	523
2013 Q3	–	Sell	-1,000	Closed	-$10K	–	661
2013 Q2	$10K	Buy	+1,000	New	+$11.8K	0.01%	349

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Plante Moran Financial Advisors's PHYS Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Sprott Physical Gold (PHYS) in Q1 2025, closing a stake of 805 shares — an estimated $16.2K sold.

Plante Moran Financial Advisors first reported a position in PHYS in Q2 2013 and held it in 7 quarters. The position peaked at $54.4K in Q1 2023. 537 funds tracked by Wall St. Rank hold PHYS as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Sprott Physical Gold position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 805 Sprott Physical Gold shares in Q1 2025, an estimated $16.2K.
Plante Moran Financial Advisors first reported a position in Sprott Physical Gold in Q2 2013 and held it in 7 quarters.
Plante Moran Financial Advisors's Sprott Physical Gold position peaked at $54.4K in Q1 2023.
537 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.