Peak Financial Management, Inc. - SPROTT PHYSICAL GOLD TRUST ownership

SPROTT PHYSICAL GOLD TRUST's ticker is PHYS and the CUSIP is 85207H104. A total of 220 filers reported holding SPROTT PHYSICAL GOLD TRUST in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of SPROTT PHYSICAL GOLD TRUST
ValueSharesWeighting
Q3 2023$315,040
-4.0%
22,0000.0%0.12%
-1.7%
Q2 2023$328,240
-3.5%
22,0000.0%0.12%
-7.1%
Q1 2023$340,120
+9.6%
22,0000.0%0.13%
+3.3%
Q4 2022$310,200
+10.0%
22,0000.0%0.12%
+3.4%
Q3 2022$282,000
-9.6%
22,0000.0%0.12%
-1.7%
Q2 2022$312,000
-7.7%
22,0000.0%0.12%
+6.2%
Q1 2022$338,000
+7.0%
22,0000.0%0.11%
+10.8%
Q4 2021$316,000
+3.9%
22,0000.0%0.10%
-1.0%
Q3 2021$304,000
-1.6%
22,0000.0%0.10%
-1.9%
Q2 2021$309,000
+4.7%
22,0000.0%0.10%
-1.9%
Q1 2021$295,000
-11.1%
22,0000.0%0.11%
-14.4%
Q4 2020$332,000
+0.3%
22,0000.0%0.12%
-12.6%
Q3 2020$331,000
+5.1%
22,0000.0%0.14%
-3.4%
Q2 2020$315,000
+9.0%
22,0000.0%0.15%0.0%
Q1 2020$289,000
-59.1%
22,000
-62.1%
0.15%
-2.0%
Q4 2019$706,000
+2.9%
58,0000.0%0.15%
-0.7%
Q3 2019$686,000
+108.5%
58,000
+100.0%
0.15%
+2.7%
Q2 2019$329,000
-45.7%
29,000
-50.0%
0.15%
+6.5%
Q1 2019$606,000
+102.7%
58,000
+100.0%
0.14%
-5.4%
Q4 2018$299,000
-46.0%
29,000
-50.0%
0.15%
+17.6%
Q3 2018$554,000
+87.8%
58,000
+100.0%
0.12%
-8.1%
Q2 2018$295,000
-5.4%
29,0000.0%0.14%
-8.1%
Q1 2018$312,000
-49.2%
29,000
-50.0%
0.15%
+27.6%
Q4 2017$614,000
+1.3%
58,0000.0%0.12%
-0.9%
Q3 2017$606,000
+3.1%
58,0000.0%0.12%
+1.7%
Q2 2017$588,000
+98.6%
58,000
+100.0%
0.12%
-4.2%
Q1 2017$296,000
-45.6%
29,000
-50.0%
0.12%
+1.7%
Q4 2016$544,000
-20.2%
58,000
-6.9%
0.12%
-20.3%
Q3 2016$682,000
+380.3%
62,300
+381.1%
0.15%
+134.9%
Q2 2016$142,000
+37.9%
12,950
+9.9%
0.06%
+34.0%
Q4 2015$103,00011,7850.05%
Other shareholders
SPROTT PHYSICAL GOLD TRUST shareholders Q1 2020
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