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Sprott Physical Gold Trust shares owned by Meredith Wealth Planning

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

Historical chart of Meredith Wealth Planning investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sprott Physical Gold Trust by Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 6.9k 35.44

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Avantis All Eqt (AVGV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Intl Moment (IMTM)
Ea Series Trust Alpha Architect (AAEQ)

View all positions for Meredith Wealth Planning

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