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Sprott Physical Gold Trust shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Sprott Physical Gold Trust (PHYS) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold Trust by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-06-30 $293k 12k 25.35
2025-03-31 $15M 625k 24.06
2024-12-31 $6.8M 337k 20.14
2024-09-30 $9.3M 456k 20.38
2024-06-30 $7.2M 398k 18.06
2024-03-31 $6.5M 373k 17.30
2023-12-31 $4.3M 271k 15.93

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Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Sprott Physical Gold Trust

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

View all funds holding Sprott Physical Gold Trust