Virginia Wealth Management Group’s Sprott Physical Gold PHYS Stock Holding History

Virginia Wealth Management Group’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
2022 Q4	–	Sell	-50,700	Closed	-$649K	–	78
2022 Q3	$649K	Buy	+50,700	New	+$682K	0.48%	54

Other funds holding PHYS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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 $5.08B AUM 25.65% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

PHS

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

FDCDDQ

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

BFG

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Virginia Wealth Management Group's PHYS Position: Q4 2022 in Review

Virginia Wealth Management Group sold out of Sprott Physical Gold (PHYS) in Q4 2022, closing a stake of 50,700 shares — an estimated $649K sold.

Virginia Wealth Management Group first reported a position in PHYS in Q3 2022 and held it in 1 quarter. The position peaked at $649K in Q3 2022. 384 funds tracked by Wall St. Rank hold PHYS as of Q4 2022.

Virginia Wealth Management Group reported no remaining Sprott Physical Gold position as of Q4 2022 after selling out during the quarter.
Virginia Wealth Management Group sold 50,700 Sprott Physical Gold shares in Q4 2022, an estimated $649K.
Virginia Wealth Management Group first reported a position in Sprott Physical Gold in Q3 2022 and held it in 1 quarter.
Virginia Wealth Management Group's Sprott Physical Gold position peaked at $649K in Q3 2022.
384 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2022.

Based on Virginia Wealth Management Group's 13F filing for Q4 2022, filed 7 Feb 2023.