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Sprott Physical Gold Trust shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sprott Physical Gold Trust by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 6.3k 33.02

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
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View all positions for Summit Financial Strategies

Top funds holding Sprott Physical Gold Trust

Polar Securities
Royal Bank of Canada
Federation des caisses Desjardins du Quebec
Heritage Wealth Advisors
Central Trust & Investment
Pekin, Singer Strauss Asset Management
Evanson Asset Management
Jupiter Asset Management
Cambridge Investment Research Advisors
Captrust Financial Advisors
LPL Financial
Bleakley Financial Group
Sprott
Matauro
Raymond James Financial

View all funds holding Sprott Physical Gold Trust