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Sprott Physical Gold Trust shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold Trust by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $6.4M 528k 12.17
2019-09-30 $6.4M 545k 11.82
2019-06-30 $5.2M 460k 11.32
2019-03-31 $4.6M 444k 10.45
2018-12-31 $3.8M 365k 10.29

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Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Sprott Physical Gold Trust

Morgan Stanley
Central Trust & Investment
Evanson Asset Management
Polar Securities
Royal Bank of Canada
Pekin, Singer Strauss Asset Management
Sawtooth Asset Management
Simplicity Wealth
Bleakley Financial Group
Federation des caisses Desjardins du Quebec
Jupiter Asset Management
Bluefin Capital Management
SCBT Financial Corporation
Sprott
Captrust Financial Advisors

View all funds holding Sprott Physical Gold Trust