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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return