Cyndeo Wealth Partners, LLC - SPROTT PHYSICAL GOLD TRUST ownership

SPROTT PHYSICAL GOLD TRUST's ticker is PHYS and the CUSIP is 85207H104. A total of 416 filers reported holding SPROTT PHYSICAL GOLD TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of SPROTT PHYSICAL GOLD TRUST
ValueSharesWeighting
Q2 2024$11,786,006
+10.9%
652,603
+6.2%
0.92%
+4.4%
Q1 2024$10,627,652
+8.6%
614,315
+0.0%
0.88%
-2.3%
Q4 2023$9,782,424
+12.1%
614,088
+0.8%
0.90%
-0.4%
Q3 2023$8,722,701
-1.9%
609,127
+2.2%
0.91%
-2.2%
Q2 2023$8,888,816
-1.7%
595,765
+1.9%
0.93%
-4.7%
Q1 2023$9,043,159
+32.9%
584,939
+21.2%
0.98%
+22.0%
Q4 2022$6,806,423482,7250.80%
Other shareholders
SPROTT PHYSICAL GOLD TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
SMI Advisory Services, LLC 3,345,639$42,824,17913.88%
OTA Financial Group L.P. 892,993$12,59112.56%
Meixler Investment Management, Ltd. 873,790$12,320,43912.32%
Guild Investment Management, Inc. 460,295$6,490,16011.11%
Evanson Asset Management, LLC 7,108,851$100,234,79910.78%
Capital Wealth Alliance, LLC 825,592$11,639,5849.75%
Forest Hill Capital, LLC 1,448,500$20,423,8508.62%
Pekin Hardy Strauss, Inc. 4,132,319$58,265,6988.02%
Concorde Financial Corp 902,448$11,551,3347.79%
Auxano Advisors, LLC 920,244$12,975,4405.87%
View complete list of SPROTT PHYSICAL GOLD TRUST shareholders