Van Hulzen Asset Management’s Sprott Physical Gold PHYS Stock Holding History

Van Hulzen Asset Management’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	-1,800	Closed	-$36.3K	–	883
2024 Q4	$36.3K	Buy	+1,800	New	+$37K	﹤0.01%	572
2023 Q2	–	Sell	-12,300	Closed	-$190K	–	329
2023 Q1	$190K	Buy	12,300 +325	+3%	+$4.76K	0.02%	283
2022 Q4	$169K	Buy	11,975 +275	+2%	+$3.67K	0.02%	266
2022 Q3	$150K	Hold	11,700	–	–	0.02%	265
2022 Q2	$166K	Hold	11,700	–	–	0.02%	281
2022 Q1	$180K	Hold	11,700	–	–	0.02%	297
2021 Q4	$168K	Hold	11,700	–	–	0.02%	293
2021 Q3	$161K	Sell	11,700 -1,793	-13%	-$25.4K	0.02%	272
2021 Q2	$189K	Hold	13,493	–	–	0.03%	261
2021 Q1	$181K	Hold	13,493	–	–	0.03%	250
2020 Q4	$204K	Buy	+13,493	New	+$200K	0.03%	276

Other funds holding PHYS

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

CTC

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

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

BFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Van Hulzen Asset Management's PHYS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Sprott Physical Gold (PHYS) in Q1 2025, closing a stake of 1,800 shares — an estimated $36.3K sold.

Van Hulzen Asset Management first reported a position in PHYS in Q4 2020 and held it in 11 quarters. The position peaked at $204K in Q4 2020. 540 funds tracked by Wall St. Rank hold PHYS as of Q1 2025.

Van Hulzen Asset Management reported no remaining Sprott Physical Gold position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,800 Sprott Physical Gold shares in Q1 2025, an estimated $36.3K.
Van Hulzen Asset Management first reported a position in Sprott Physical Gold in Q4 2020 and held it in 11 quarters.
Van Hulzen Asset Management's Sprott Physical Gold position peaked at $204K in Q4 2020.
540 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.