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

Wealthspire Advisors (New York)’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
2026
Q1 		$593K Buy
+16,726
New +$619K ﹤0.01% 529
2025
Q4 		– Sell
-1,270
Closed -$37.6K – 2360
2025
Q3 		$37.6K Buy
+1,270
New +$33.7K ﹤0.01% 1352
2021
Q4 		– Sell
-20,000
Closed -$276K – 603
2021
Q3 		$276K Buy
+20,000
New +$283K 0.01% 478
2019
Q1 		– Sell
-750
Closed -$8K – 599
2018
Q4 		$8K Buy
+750
New +$7.4K ﹤0.01% 564

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