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Sprott Physical Gold Trust shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $290k 8.2k 35.44
2025-12-31 $270k 8.2k 33.02
2025-09-30 $242k 8.2k 29.62
2025-06-30 $207k 8.2k 25.35

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View all positions for Forum Financial 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