Cm Wealth Advisors »

Sprott Physical Gold Trust shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by Cm Wealth 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 Trust by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $876k 25k 35.44

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cm Wealth Advisors

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