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Sprott Physical Gold Trust shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Sprott Physical Gold Trust

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

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Quarterly reported holdings in Sprott Physical Gold Trust by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.6M 51k 31.27
2026-06-30 $1.8M 58k 31.01
2026-03-31 $2.1M 58k 35.58

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First Trust Laddered Buffer ETF Etf (BUFR)
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Fidelity Total Bond Etf (FBND)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Fidelity Limited Term Bond Etf (FLTB)
Legacy Ed (LGCY)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Vanguard Mid Cap Etf (VO)
Innovator Defined Wealth Shield Etf (BALT)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Ishares Russell Top 200 Etf (IWL)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Sprott Physical Gold Trust

Royal Bank of Canada
Central Trust & Investment
Federation des caisses Desjardins du Quebec
Heritage Wealth Advisors
Pekin, Singer Strauss Asset Management
Jupiter Asset Management
Evanson Financial
IMC-Chicago
Cambridge Investment Research Advisors
Captrust Financial Advisors
LPL Financial
Bleakley Financial Group
Matauro
Sprott
Intesa Sanpaolo Wealth Management

View all funds holding Sprott Physical Gold Trust