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Whitegate Investment Counselors’s Sprott Physical Gold PHYS Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-17,510
Closed -$242K – 163
2021
Q3 		$242K Hold
17,510
– – 0.03% 206
2021
Q2 		$246K Hold
17,510
– – 0.03% 205
2021
Q1 		$235K Hold
17,510
– – 0.04% 198
2020
Q4 		$264K Hold
17,510
– – 0.04% 182
2020
Q3 		$264K Buy
+17,510
New +$267K 0.05% 176

Other funds holding PHYS

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Whitegate Investment Counselors's PHYS Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Sprott Physical Gold (PHYS) in Q4 2021, closing a stake of 17,510 shares — an estimated $242K sold.

Whitegate Investment Counselors first reported a position in PHYS in Q3 2020 and held it in 5 quarters. The position peaked at $264K in Q4 2020. 354 funds tracked by Wall St. Rank hold PHYS as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Sprott Physical Gold position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 17,510 Sprott Physical Gold shares in Q4 2021, an estimated $242K.
  • Whitegate Investment Counselors first reported a position in Sprott Physical Gold in Q3 2020 and held it in 5 quarters.
  • Whitegate Investment Counselors's Sprott Physical Gold position peaked at $264K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.