EverSource Wealth Advisors »

Perth Mint Physical Gold Etf unit shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Perth Mint Physical Gold Etf unit shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Perth Mint Physical Gold Etf unit

Tip: Access up to 7 years of quarterly data

All positions including Perth Mint Physical Gold Etf unit held by EverSource Wealth 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 Perth Mint Physical Gold Etf unit by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $715k 32k 22.68

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

Top funds holding Perth Mint Physical Gold Etf unit

Wellspring Financial Advisors

View all funds holding Perth Mint Physical Gold Etf unit