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Sprott Physical Gold & S shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & 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 Total Wealth Planning & 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $527k 18k 30.10
2025-03-31 $560k 20k 28.41
2024-12-31 $492k 21k 23.76

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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