EverSource Wealth Advisors »

Sprott Physical Gold & S shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Sprott Physical Gold & S (CEF) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Sprott Physical Gold & S

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold & S 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 Sprott Physical Gold & S by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $745k 30k 24.49
2024-06-30 $446k 20k 22.79
2024-03-31 $413k 20k 21.09

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
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)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Sprott Physical Gold & S

Central Trust & Investment
Bleakley Financial Group
Parallax Volatility Advisers
Morgan Stanley
Royal Bank of Canada
Jupiter Asset Management
Shufro Rose & Co
Managed Asset Portfolios
Sprott
LPL Financial
Bluefin Capital Management
Wells Fargo & Company
Bank of America Corporation
Captrust Financial Advisors
Raymond James & Associates

View all funds holding Sprott Physical Gold & S