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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

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Quarterly reported holdings in Perth Mint Physical Gold Etf unit by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Perth Mint Physical Gold Etf unit

Advisory Services Network
Essex Financial Services
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View all funds holding Perth Mint Physical Gold Etf unit