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Sprott Physical Gold Trust shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 614k 17.30
2023-12-31 $9.8M 614k 15.93
2023-09-30 $8.7M 609k 14.32
2023-06-30 $8.9M 596k 14.92
2023-03-31 $9.0M 585k 15.46
2022-12-31 $6.8M 483k 14.10

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View all positions for Cyndeo Wealth Partners

Top funds holding Sprott Physical Gold Trust

Central Trust & Investment
Evanson Asset Management
Polar Securities
Royal Bank of Canada
Pekin, Singer Strauss Asset Management
Sawtooth Asset Management
Simplicity Wealth
Bleakley Financial Group
Branch Banking & Trust Company
Jupiter Asset Management
SCBT Financial Corporation
Cambridge Investment Research Advisors
Captrust Financial Advisors
Wells Fargo & Company
Commonwealth Equity Services

View all funds holding Sprott Physical Gold Trust