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Sprott Physical Gold & S shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in Sprott Physical Gold & S

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold & S held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold & S by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $970k 24k 40.23

More positions owned by Schwallier Wealth Management

Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust St Lon Treas Etf (SPTL)
Spdr Series Trust St Por Treas Etf (SPTB)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Schwab Strategic Tr Mortgage Backed (SMBS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Inf Tech Etf (VGT)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)

View all positions for Schwallier Wealth Management

Top funds holding Sprott Physical Gold & S

Central Trust & Investment
Bleakley Financial Group
Morgan Stanley
Jupiter Asset Management
Royal Bank of Canada
Weiss Asset Management LP[1
IMC-Chicago
Managed Asset Portfolios
Raymond James Financial
Jane Street
LPL Financial
Baird Financial
Evelyn Partners Investment Management
Wells Fargo & Company
Bank of America Corporation

View all funds holding Sprott Physical Gold & S