Sprott Physical Gold Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Sprott Physical Gold Trust
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Quarterly reported holdings in Sprott Physical Gold Trust by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 79k | 20.38 |
| 2024-06-30 | $1.1M | 61k | 18.06 |
| 2024-03-31 | $1.0M | 58k | 17.30 |
| 2023-12-31 | $1.5M | 96k | 15.60 |
| 2023-09-30 | $928k | 65k | 14.32 |
| 2023-06-30 | $400k | 27k | 14.92 |
| 2023-03-31 | $285k | 19k | 15.46 |
| 2022-12-31 | $1.5M | 105k | 14.10 |
| 2022-09-30 | $1.3M | 98k | 12.80 |
| 2022-06-30 | $1.4M | 100k | 14.18 |
| 2022-03-31 | $3.1M | 199k | 15.37 |
| 2021-12-31 | $898k | 63k | 14.35 |
| 2021-09-30 | $812k | 59k | 13.80 |
| 2021-06-30 | $998k | 71k | 14.03 |
| 2020-06-30 | $170k | 12k | 14.34 |
| 2020-03-31 | $155k | 12k | 13.08 |
| 2019-12-31 | $136k | 11k | 12.16 |
| 2019-06-30 | $161k | 14k | 11.31 |