A detailed history of Waddell & Associates, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Waddell & Associates, LLC holds 95,754 shares of PHYS stock, worth $1.94 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
95,754
Previous 115,559 17.14%
Holding current value
$1.94 Million
Previous $2.09 Million 6.42%
% of portfolio
0.24%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$18.12 - $20.72 $358,866 - $410,359
-19,805 Reduced 17.14%
95,754 $1.95 Million
Q2 2024

Aug 06, 2024

BUY
$17.48 - $18.86 $138,266 - $149,182
7,910 Added 7.35%
115,559 $2.09 Million
Q4 2023

Feb 14, 2024

SELL
$14.08 - $16.12 $378,977 - $433,885
-26,916 Reduced 20.0%
107,649 $1.71 Million
Q3 2023

Nov 07, 2023

BUY
$14.32 - $15.43 $1.11 Million - $1.2 Million
77,660 Added 136.47%
134,565 $1.93 Million
Q2 2023

Aug 07, 2023

SELL
$14.78 - $16.02 $443 - $480
-30 Reduced 0.05%
56,905 $849,000
Q1 2023

May 10, 2023

BUY
$13.96 - $15.6 $267,752 - $299,208
19,180 Added 50.8%
56,935 $880,000
Q4 2022

Feb 09, 2023

SELL
$12.56 - $14.1 $175 - $197
-14 Reduced 0.04%
37,755 $531,000
Q3 2022

Nov 02, 2022

BUY
$12.52 - $14.17 $472,867 - $535,186
37,769 New
37,769 $483,000

Others Institutions Holding PHYS

About Sprott Physical Gold Trust


  • Ticker PHYS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Sprott Physical Gold Trust is an exchange traded commodity launched and managed by Sprott Asset Management, LP. The fund invests in the commodity markets. It primarily invests in physical gold bullion in London Good Delivery bar form. Sprott Physical Gold Trust was formed on August 28, 2009 and is domiciled in Canada.
More about PHYS
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