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Sprott Physical Gold Trust shares owned by Heritage Trust

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

Historical chart of Heritage Trust investment in Sprott Physical Gold Trust

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

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Quarterly reported holdings in Sprott Physical Gold Trust by Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 14k 29.62
2025-06-30 $304k 12k 25.35
2025-03-31 $288k 12k 24.06
2024-12-31 $241k 12k 20.14

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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