Whitaker-Myers Wealth Managers »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Sprott Physical Gold Trust

Morgan Stanley
Polar Securities
Royal Bank of Canada
Central Trust & Investment
Evanson Asset Management
Federation des caisses Desjardins du Quebec
Pekin, Singer Strauss Asset Management
Bleakley Financial Group
International Assets Investment Management
Cambridge Investment Research Advisors
Captrust Financial Advisors
Jupiter Asset Management
SCBT Financial Corporation
Sprott
Financeware

View all funds holding Sprott Physical Gold Trust