Waverly Advisors’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
47,640
+435
+0.9% +$11K 0.01% 577
2025
Q1
$1.14M Buy
47,205
+350
+0.7% +$8.42K 0.01% 581
2024
Q4
$944K Buy
46,855
+16,076
+52% +$324K 0.01% 526
2024
Q3
$627K Hold
30,779
0.01% 539
2024
Q2
$556K Buy
+30,779
New +$556K 0.01% 555