Beaumont Financial Advisors »

Sprott Physical Gold Trust shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial 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 Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sprott Physical Gold Trust by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 160k 15.93
2023-09-30 $2.0M 138k 14.32
2023-06-30 $2.0M 137k 14.92
2023-03-31 $2.1M 134k 15.46
2022-12-31 $1.8M 127k 14.10

More positions owned by Beaumont Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded Active Growth (JGRO)
Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Sprott Physical Gold Trust

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
Branch Banking & Trust Company
Jupiter Asset Management
SCBT Financial Corporation
Cambridge Investment Research Advisors
Captrust Financial Advisors
Wells Fargo & Company
Commonwealth Equity Services

View all funds holding Sprott Physical Gold Trust