Avior Wealth Management, LLC - SPROTT PHYSICAL GOLD TRUST ownership

SPROTT PHYSICAL GOLD TRUST's ticker is PHYS and the CUSIP is 85207H104. A total of 383 filers reported holding SPROTT PHYSICAL GOLD TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPROTT PHYSICAL GOLD TRUST
ValueSharesWeighting
Q3 2023$71,600
-4.0%
5,0000.0%0.01%0.0%
Q2 2023$74,600
-3.5%
5,0000.0%0.01%0.0%
Q1 2023$77,300
+9.6%
5,0000.0%0.01%0.0%
Q4 2022$70,500
+10.2%
5,0000.0%0.01%0.0%
Q3 2022$64,000
+14.3%
5,000
+25.0%
0.01%
-16.7%
Q2 2022$56,000
-8.2%
4,0000.0%0.01%
+20.0%
Q1 2022$61,000
+7.0%
4,0000.0%0.01%0.0%
Q4 2021$57,000
+3.6%
4,0000.0%0.01%0.0%
Q3 2021$55,000
-1.8%
4,0000.0%0.01%
-16.7%
Q2 2021$56,000
+5.7%
4,0000.0%0.01%0.0%
Q1 2021$53,000
-11.7%
4,0000.0%0.01%
-14.3%
Q4 2020$60,0000.0%4,0000.0%0.01%
-22.2%
Q3 2020$60,000
+5.3%
4,0000.0%0.01%0.0%
Q2 2020$57,000
+119.2%
4,000
+100.0%
0.01%
+80.0%
Q1 2020$26,0002,0000.01%
Other shareholders
SPROTT PHYSICAL GOLD TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 5,907,074$84,530,00016.75%
Pekin Hardy Strauss, Inc. 3,709,764$53,087,00011.72%
Capital Wealth Alliance, LLC 681,156$9,746,00010.13%
MACROVIEW INVESTMENT MANAGEMENT LLC 332,703$4,761,00010.08%
Forest Hill Capital, LLC 1,478,918$21,163,0009.12%
Auxano Advisors, LLC 761,152$10,892,0009.04%
Danda Trouve Investment Management, Inc. 397,744$5,692,0008.61%
OTA Financial Group L.P. 393,089$5,625,0006.37%
SENTINEL PENSION ADVISORS INC 942,107$13,482,0005.63%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 491,350$7,120,0004.65%
View complete list of SPROTT PHYSICAL GOLD TRUST shareholders