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Sprott Physical Gold Trust shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sprott Physical Gold Trust by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $279k 11k 25.35
2025-03-31 $312k 13k 23.67
2024-12-31 $329k 16k 20.14

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View all positions for Principia Wealth Advisory

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