Sprott Physical Gold Trust shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Sprott Physical Gold Trust
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All positions including Sprott Physical Gold Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sprott Physical Gold Trust by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 57k | 33.02 |
| 2025-09-30 | $1.2M | 40k | 29.62 |
| 2025-06-30 | $652k | 26k | 25.35 |
| 2025-03-31 | $234k | 9.7k | 24.06 |
| 2024-12-31 | $230k | 11k | 20.14 |
| 2024-09-30 | $233k | 11k | 20.38 |
| 2024-06-30 | $217k | 11k | 18.98 |
| 2024-03-31 | $202k | 11k | 17.69 |
| 2023-12-31 | $182k | 11k | 15.93 |
| 2023-09-30 | $164k | 11k | 14.32 |
| 2023-06-30 | $171k | 11k | 14.92 |
| 2023-03-31 | $157k | 10k | 15.46 |
| 2022-12-31 | $91k | 6.4k | 14.10 |
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