Wealthspire Advisors (Maryland)’s Sprott Physical Gold PHYS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Hold	0	–	–	–	1496
2018 Q4	–	Hold	0	–	–	–	1433
2018 Q3	–	Hold	0	–	–	–	1523
2018 Q2	–	Hold	0	–	–	–	1507
2018 Q1	–	Hold	0	–	–	–	1533

Other funds holding PHYS

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return