Sound View Wealth Advisors Group »

Sprott Physical Gold & S shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors Group investment in Sprott Physical Gold & S

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold & S held by Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 7.4k 36.69
2025-06-30 $224k 7.4k 30.10
2025-03-31 $211k 7.4k 28.41

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sound View Wealth Advisors Group

Top funds holding Sprott Physical Gold & S

Central Trust & Investment
Bleakley Financial Group
Morgan Stanley
Royal Bank of Canada
Jupiter Asset Management
Baird Financial
Managed Asset Portfolios
Raymond James Financial
LPL Financial
Wells Fargo & Company
Evelyn Partners Investment Management
Ameriprise Financial
Chevoit Value Management
Sprott
CIBC World Markets

View all funds holding Sprott Physical Gold & S