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 $6.07B AUM 34.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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 $1.14B AUM 37.36% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 558 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.
558 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.