United Capital Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $786K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $713K | Hold |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $710K | Hold |
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|
2022
Q1 | $770K | Hold |
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|
2021
Q4 | $719K | Sell |
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|
2021
Q3 | $734K | Hold |
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|
2021
Q2 | $746K | Hold |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $821K | Buy |
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|
2020
Q3 | $761K | Buy |
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|
2020
Q2 | $717K | Hold |
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|
2020
Q1 | $657K | Hold |
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|
2019
Q4 | $610K | Sell |
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|
2019
Q3 | $603K | Sell |
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|
2019
Q2 | $594K | Buy |
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