UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPROTT PHYSICAL GOLD TRUST ownership

SPROTT PHYSICAL GOLD TRUST's ticker is PHYS and the CUSIP is 85207H104. A total of 179 filers reported holding SPROTT PHYSICAL GOLD TRUST in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPROTT PHYSICAL GOLD TRUST
ValueSharesWeighting
Q1 2023$780,313
+9.4%
50,473
-0.2%
0.00%0.0%
Q4 2022$713,079
+10.2%
50,5730.0%0.00%0.0%
Q3 2022$647,000
-8.9%
50,573
+0.9%
0.00%0.0%
Q2 2022$710,000
-7.8%
50,1000.0%0.00%0.0%
Q1 2022$770,000
+7.1%
50,1000.0%0.00%
+33.3%
Q4 2021$719,000
-2.0%
50,100
-5.8%
0.00%
-25.0%
Q3 2021$734,000
-1.6%
53,1870.0%0.00%0.0%
Q2 2021$746,000
+4.6%
53,1870.0%0.00%0.0%
Q1 2021$713,000
-13.2%
53,187
-2.3%
0.00%
-20.0%
Q4 2020$821,000
+7.9%
54,437
+7.6%
0.01%0.0%
Q3 2020$761,000
+6.1%
50,590
+1.0%
0.01%0.0%
Q2 2020$717,000
+9.1%
50,1000.0%0.01%0.0%
Q1 2020$657,000
+7.7%
50,1000.0%0.01%
+25.0%
Q4 2019$610,000
+1.2%
50,100
-1.7%
0.00%0.0%
Q3 2019$603,000
+1.5%
50,990
-2.9%
0.00%0.0%
Q2 2019$594,00052,4900.00%
Other shareholders
SPROTT PHYSICAL GOLD TRUST shareholders Q2 2019
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 6,848,286$91,836,00013.57%
Pekin Hardy Strauss, Inc. 3,764,794$50,486,0007.96%
OTA Financial Group L.P. 741,662$9,945,0007.95%
Auxano Advisors, LLC 861,577$11,554,0007.10%
Capital Wealth Alliance, LLC 773,677$10,372,0006.93%
Danda Trouve Investment Management, Inc. 415,433$5,571,0006.86%
MACROVIEW INVESTMENT MANAGEMENT LLC 307,335$4,121,0005.91%
Forest Hill Capital, LLC 1,448,500$19,424,0005.83%
Bridge Advisory, LLC 604,172$8,102,0005.03%
Guild Investment Management, Inc. 316,920$4,250,0004.55%
View complete list of SPROTT PHYSICAL GOLD TRUST shareholders