Sprott Physical Gold Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Sprott Physical Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including Sprott Physical Gold Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sprott Physical Gold Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $332k | 18k | 18.50 |
| 2023-12-31 | $280k | 18k | 15.62 |
| 2023-09-30 | $258k | 18k | 14.40 |
| 2023-06-30 | $269k | 18k | 14.98 |
| 2023-03-31 | $280k | 18k | 15.58 |
| 2022-12-31 | $269k | 18k | 15.02 |
| 2022-09-30 | $239k | 18k | 13.32 |
| 2022-06-30 | $196k | 14k | 13.86 |