TrustWell Financial Advisors »

Sprott Physical Gold & S shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial 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 TrustWell Financial 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.7M 183k 47.72
2025-12-31 $11M 228k 45.80

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Sprott Physical Gold & S

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

View all funds holding Sprott Physical Gold & S