Winch Advisory Services’s Sprott Physical Gold PHYS Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-2,904	Closed	-$41K	–	503
2021 Q2	$41K	Hold	2,904	–	–	0.01%	141
2021 Q1	$39K	Buy	+2,904	New	+$41.2K	0.02%	131
2016 Q2	–	Sell	-4,850	Closed	-$49K	–	276
2016 Q1	$49K	Buy	+4,850	New	+$47.3K	0.08%	42

Other funds holding PHYS

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $5.53B AUM 28.94% 1-Year Est. Return

PAMP

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

FDCDDQ

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

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

Winch Advisory Services's PHYS Position: Q3 2021 in Review

Winch Advisory Services sold out of Sprott Physical Gold (PHYS) in Q3 2021, closing a stake of 2,904 shares — an estimated $41K sold.

Winch Advisory Services first reported a position in PHYS in Q1 2016 and held it in 3 quarters. The position peaked at $49K in Q1 2016. 327 funds tracked by Wall St. Rank hold PHYS as of Q3 2021.

Winch Advisory Services reported no remaining Sprott Physical Gold position as of Q3 2021 after selling out during the quarter.
Winch Advisory Services sold 2,904 Sprott Physical Gold shares in Q3 2021, an estimated $41K.
Winch Advisory Services first reported a position in Sprott Physical Gold in Q1 2016 and held it in 3 quarters.
Winch Advisory Services's Sprott Physical Gold position peaked at $49K in Q1 2016.
327 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.