Sprott Physical Gold & S shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Sprott Physical Gold & S (CEF) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Sprott Physical Gold & S
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Quarterly reported holdings in Sprott Physical Gold & S by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $137k | 3.0k | 45.80 |
| 2025-09-30 | $110k | 3.0k | 36.69 |
| 2025-06-30 | $90k | 3.0k | 30.10 |
| 2025-03-31 | $85k | 3.0k | 28.41 |
| 2024-12-31 | $71k | 3.0k | 23.76 |
| 2024-09-30 | $74k | 3.0k | 24.49 |
| 2024-06-30 | $66k | 3.0k | 22.05 |
| 2024-03-31 | $4.1k | 49 | 84.57 |
| 2023-12-31 | $58k | 3.0k | 19.15 |
| 2023-09-30 | $52k | 3.0k | 17.32 |
| 2023-06-30 | $68k | 3.8k | 18.02 |
| 2023-03-31 | $57k | 3.0k | 18.91 |
| 2022-12-31 | $54k | 3.0k | 17.93 |
| 2022-09-30 | $47k | 3.0k | 15.57 |
| 2022-06-30 | $50k | 3.0k | 16.67 |
| 2022-03-31 | $58k | 3.0k | 19.33 |
| 2021-12-31 | $53k | 3.0k | 17.74 |
| 2021-09-30 | $51k | 3.0k | 17.13 |
| 2021-06-30 | $56k | 3.0k | 18.68 |
| 2021-03-31 | $52k | 3.0k | 17.37 |
| 2020-12-31 | $58k | 3.0k | 19.33 |
| 2020-09-30 | $55k | 3.0k | 18.34 |
| 2020-06-30 | $50k | 900 | 55.56 |
| 2020-03-31 | $44k | 3.0k | 14.62 |
| 2019-12-31 | $44k | 3.0k | 14.66 |
| 2019-09-30 | $42k | 3.0k | 14.00 |
| 2019-06-30 | $40k | 3.0k | 13.23 |
| 2019-03-31 | $37k | 3.0k | 12.40 |
| 2018-12-31 | $37k | 3.0k | 12.33 |
| 2018-09-30 | $35k | 3.0k | 11.67 |