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Sprott Physical Gold Trust shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold Trust by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 373k 17.30
2023-12-31 $4.3M 271k 15.93

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
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Sprott Physical Gold Tr Unit (PHYS)
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View all positions for Whitaker-Myers Wealth Managers

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