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Sprott Physical Gold & S shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Sprott Physical Gold & S

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sprott Physical Gold & S by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $200k 9.1k 22.05
2024-03-31 $188k 9.3k 20.34
2023-09-30 $194k 11k 17.32
2023-06-30 $202k 11k 18.02
2023-03-31 $174k 9.2k 18.91

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Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Sprott Physical Gold & S

Central Trust & Investment
Simplicity Wealth
Bleakley Financial Group
Parallax Volatility Advisers
Morgan Stanley
Royal Bank of Canada
Jupiter Asset Management
Shufro Rose & Co
Baird Financial
Managed Asset Portfolios
Sprott
Jane Street
Advisor Group Holdings
LPL Financial
Ameriprise Financial

View all funds holding Sprott Physical Gold & S