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Sprott Physical Gold Trust shares owned by JP Wealth Management

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

Historical chart of JP Wealth 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 JP Wealth 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 JP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9M 333k 29.62
2025-06-30 $4.9M 193k 25.35

More positions owned by JP Wealth Management

DFA U S Core Equity 2 Us Core Equity 2 (DFAC)
Nasdaq 100 Nasdaq 100 Etf (QQQM)
Boulder Growth & Income Fund (STEW)
Nasdaq 100 SHS (QQEW)
TCW Strategic Income Fund (TSI)
Nasdaq 100 Unit Ser 1 (QQQ)
Sprott Physical Gold Etv Unit (PHYS)
VanEck Digital Transformation Digi Transfrm (DAPP)
Russell 1000 Growth i-share Rus 1000 Grw Etf (IWF)
Russell 1000 Value i-share Rus 1000 Val Etf (IWD)
National Municipal Bond Natl Mun Bd Etf (DFNM)
Vguard Value index Value Etf (VTV)
Russell Midcap Value i-share Rus Mdcp Val Etf (IWS)
Vguard Total World Tt Wrld St Etf (VT)
S&P 500 SPDR Tr Unit (SPY)

View all positions for JP Wealth Management

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