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Sprott Physical Gold Trust shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Sprott Physical Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including Sprott Physical Gold Trust held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Physical Gold Trust by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $129k 7.1k 18.06
2024-03-31 $123k 7.1k 17.30
2023-09-30 $114k 8.0k 14.32
2023-06-30 $119k 8.0k 14.92
2023-03-31 $123k 8.0k 15.46

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Invesco Qqq Trust Series I Etf (QQQ)
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Amazon Stock (AMZN)
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Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Sprott Physical Gold Trust

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

View all funds holding Sprott Physical Gold Trust