WCM
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Wealthcare Capital Management’s Sprott Physical Gold PHYS Stock Holding History

Wealthcare Capital Management’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.3M Sell
1,077,957
-621,232
-37% -$15.7M 2.89% 7
2025
Q1 		$40.9M Sell
1,699,189
-212,518
-11% -$5.11M 4.15% 7
2024
Q4 		$38.5M Buy
1,911,707
+147,721
+8% +$2.98M 3.88% 7
2024
Q3 		$36M Buy
+1,763,986
New +$36M 3.61% 7