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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
2026-06-30 $202k 6.7k 30.17
2026-03-31 $234k 6.6k 35.44
2025-12-31 $207k 6.3k 33.02

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Packaging Corporation of America (PKG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Summit Financial Strategies

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
Evanson Financial
Jupiter Asset Management
Cambridge Investment Research Advisors
Captrust Financial Advisors
IMC-Chicago
LPL Financial
Bleakley Financial Group
Sprott
Matauro

View all funds holding Sprott Physical Gold Trust