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Relyea Zuckerberg Hanson’s Sprott Physical Gold PHYS Stock Holding History

Relyea Zuckerberg Hanson’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
2021
Q1 		– Sell
-16,025
Closed -$242K – 129
2020
Q4 		$242K Hold
16,025
– – 0.13% 106
2020
Q3 		$243K Buy
+16,025
New +$245K 0.16% 100

Other funds holding PHYS

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relyea Zuckerberg Hanson's PHYS Position: Q1 2021 in Review

Relyea Zuckerberg Hanson sold out of Sprott Physical Gold (PHYS) in Q1 2021, closing a stake of 16,025 shares — an estimated $242K sold.

Relyea Zuckerberg Hanson first reported a position in PHYS in Q3 2020 and held it in 2 quarters. The position peaked at $243K in Q3 2020. 312 funds tracked by Wall St. Rank hold PHYS as of Q1 2021.

  • Relyea Zuckerberg Hanson reported no remaining Sprott Physical Gold position as of Q1 2021 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 16,025 Sprott Physical Gold shares in Q1 2021, an estimated $242K.
  • Relyea Zuckerberg Hanson first reported a position in Sprott Physical Gold in Q3 2020 and held it in 2 quarters.
  • Relyea Zuckerberg Hanson's Sprott Physical Gold position peaked at $243K in Q3 2020.
  • 312 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2021.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2021, filed 29 Apr 2021.