Sprott Physical Gold Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Sprott Physical Gold Trust
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Quarterly reported holdings in Sprott Physical Gold Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 18k | 29.62 |
| 2025-06-30 | $455k | 18k | 25.35 |
| 2025-03-31 | $432k | 18k | 24.06 |
| 2024-12-31 | $361k | 18k | 20.14 |
| 2024-09-30 | $371k | 18k | 20.68 |
| 2024-06-30 | $343k | 18k | 19.10 |
| 2024-03-31 | $332k | 18k | 18.50 |
| 2023-12-31 | $280k | 18k | 15.62 |
| 2023-09-30 | $258k | 18k | 14.40 |
| 2023-06-30 | $269k | 18k | 14.98 |
| 2023-03-31 | $280k | 18k | 15.58 |
| 2022-12-31 | $269k | 18k | 15.02 |
| 2022-09-30 | $239k | 18k | 13.32 |
| 2022-06-30 | $196k | 14k | 13.86 |