Simplicity Wealth »

Sprott Physical Gold Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sprott Physical Gold Trust by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 51k 20.38
2024-06-30 $69M 3.8M 18.06
2024-03-31 $68M 3.9M 17.30

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Sprott Physical Gold Trust

Polar Securities
Royal Bank of Canada
Federation des caisses Desjardins du Quebec
Evanson Asset Management
Central Trust & Investment
Pekin, Singer Strauss Asset Management
Bleakley Financial Group
Cambridge Investment Research Advisors
Captrust Financial Advisors
IMC-Chicago
Jupiter Asset Management
SCBT Financial Corporation
Financeware
Sprott
Envestnet Asset Management

View all funds holding Sprott Physical Gold Trust