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Sprott Physical Gold Trust shares owned by Cauble & Harre Wealth Management

Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by Cauble & Harre Wealth Management from 13F filings

Historical chart of Cauble & Harre Wealth Management investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by Cauble & Harre Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold Trust by Cauble & Harre Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 142k 35.72

More positions owned by Cauble & Harre Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr State Street Ene (XLE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Cauble & Harre Wealth Management

Top funds holding Sprott Physical Gold Trust

Royal Bank of Canada
Federation des caisses Desjardins du Quebec
Central Trust & Investment
Morgan Stanley
Heritage Wealth Advisors
Evanson Asset Management
Jupiter Asset Management
Cambridge Investment Research Advisors
Captrust Financial Advisors
IMC-Chicago
LPL Financial
Bleakley Financial Group
Sprott
Matauro
Envestnet Asset Management

View all funds holding Sprott Physical Gold Trust