Sprott Physical Gold Trust shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Sprott Physical Gold Trust
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Quarterly reported holdings in Sprott Physical Gold Trust by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 8.0k | 29.68 |
| 2023-06-30 | $164k | 11k | 14.92 |
| 2023-03-31 | $170k | 11k | 15.46 |
| 2022-12-31 | $162k | 12k | 14.10 |
| 2022-09-30 | $148k | 12k | 12.87 |
| 2022-06-30 | $154k | 12k | 13.39 |
| 2022-03-31 | $177k | 12k | 15.39 |
| 2021-12-31 | $164k | 12k | 14.26 |
| 2021-09-30 | $159k | 12k | 13.83 |
| 2021-06-30 | $161k | 12k | 14.00 |
| 2021-03-31 | $174k | 12k | 15.13 |
| 2020-09-30 | $174k | 12k | 15.13 |
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