Wipfli Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$85K	Buy	+6,661	New	+$89.6K	0.01%	803

Other funds holding PHYS

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Wipfli Financial Advisors's PHYS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sprott Physical Gold (PHYS) in Q3 2022: 6,661 shares worth $85K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings.

363 funds tracked by Wall St. Rank hold PHYS as of Q3 2022.

Wipfli Financial Advisors held 6,661 shares of Sprott Physical Gold worth $85K as of Q3 2022.
Sprott Physical Gold was a new Wipfli Financial Advisors position in Q3 2022.
Sprott Physical Gold made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #803 holding.
363 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.