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Sprott Physical Gold Trust shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sprott Physical Gold Trust by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 329k 35.44
2025-12-31 $12M 353k 33.02

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Sprott Physical Gold Trust

Royal Bank of Canada
Central Trust & Investment
Federation des caisses Desjardins du Quebec
Morgan Stanley
Heritage Wealth Advisors
Pekin, Singer Strauss Asset Management
Evanson Asset Management
Evanson Financial
Jupiter Asset Management
IMC-Chicago
Cambridge Investment Research Advisors
Captrust Financial Advisors
LPL Financial
Bleakley Financial Group
Matauro

View all funds holding Sprott Physical Gold Trust