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Sprott Physical Gold Trust shares owned by Orgel Wealth Management

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

Historical chart of Orgel 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 Orgel 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $592k 20k 29.62
2025-06-30 $507k 20k 25.35
2025-03-31 $481k 20k 24.06

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel 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