Wellspring Financial Advisors »

Perth Mint Physical Gold Etf unit shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring 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 Perth Mint Physical Gold Etf unit by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $32M 1.4M 23.01
2024-03-31 $27M 1.2M 21.99
2023-09-30 $4.2M 228k 18.31
2023-06-30 $4.4M 229k 19.04
2023-03-31 $4.6M 234k 19.55
2022-12-31 $3.7M 203k 18.09

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Perth Mint Physical Gold Etf unit

Wellspring Financial Advisors

View all funds holding Perth Mint Physical Gold Etf unit