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Sprott Physical Gold Trust shares owned by Clientfirst Wealth Management

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

Historical chart of Clientfirst 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 Clientfirst 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 Clientfirst Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 10k 29.62
2025-06-30 $254k 10k 25.35
2025-03-31 $241k 10k 24.06
2024-12-31 $201k 10k 20.14
2023-06-30 $190k 13k 15.21

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View all positions for Clientfirst Wealth Management

Top funds holding Sprott Physical Gold Trust

Polar Securities
Royal Bank of Canada
Morgan Stanley
Federation des caisses Desjardins du Quebec
Central Trust & Investment
Evanson Asset Management
Pekin, Singer Strauss Asset Management
Jupiter Asset Management
Cambridge Investment Research Advisors
Captrust Financial Advisors
Bleakley Financial Group
Sprott
Matauro
LPL Financial
SCBT Financial Corporation

View all funds holding Sprott Physical Gold Trust