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Stonebridge Financial Group (Pennsylvania)’s Sprott Physical Gold PHYS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-1,000
Closed -$24.1K – 734
2025
Q1 		$24.1K Hold
1,000
– – ﹤0.01% 471
2024
Q4 		$20.1K Buy
+1,000
New +$20.6K ﹤0.01% 494

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
Morgan Stanley
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
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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 $38.8B AUM 21.88% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PHYS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Sprott Physical Gold (PHYS) in Q2 2025, closing a stake of 1,000 shares — an estimated $24.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PHYS in Q4 2024 and held it in 2 quarters. The position peaked at $24.1K in Q1 2025. 556 funds tracked by Wall St. Rank hold PHYS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Sprott Physical Gold position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,000 Sprott Physical Gold shares in Q2 2025, an estimated $24.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Sprott Physical Gold in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Sprott Physical Gold position peaked at $24.1K in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.