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

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SPROTT PHYSICAL GOLD TRUST's ticker is PHYS and the CUSIP is 85207H104. A total of 322 filers reported holding SPROTT PHYSICAL GOLD TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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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$594,000–52,490–0.00%–
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Other shareholders
SPROTT PHYSICAL GOLD TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Concorde Financial Corp 859,528$12,308,44121.00%
SMI Advisory Services, LLC 2,918,979$44,193,34316.13%
COURAGE CAPITAL MANAGEMENT LLC 264,500$3,78812.85%
Forest Hill Capital, LLC 1,448,500$20,742,52010.76%
Guild Investment Management, Inc. 447,000$6,401,04010.73%
Meixler Investment Management, Ltd. 834,145$11,944,95610.68%
Capital Wealth Alliance, LLC 866,194$12,407,9609.35%
Pekin Hardy Strauss, Inc. 4,098,247$58,686,8979.27%
Evanson Asset Management, LLC 6,607,589$94,620,6758.71%
Auxano Advisors, LLC 931,853$13,344,1355.46%
View complete list of SPROTT PHYSICAL GOLD TRUST shareholders