A detailed history of Beaumont Financial Advisors, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 174,247 shares of PHYS stock, worth $3.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
174,247
Previous 160,447 8.6%
Holding current value
$3.2 Million
Previous $2.56 Million 17.96%
% of portfolio
0.29%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$15.36 - $17.3 $211,968 - $238,740
13,800 Added 8.6%
174,247 $3.01 Million
Q4 2023

Jan 31, 2024

BUY
$14.08 - $16.12 $321,024 - $367,536
22,800 Added 16.56%
160,447 $2.56 Million
Q3 2023

Nov 01, 2023

BUY
$14.32 - $15.43 $6,773 - $7,298
473 Added 0.34%
137,647 $1.97 Million
Q2 2023

Aug 02, 2023

BUY
$14.78 - $16.02 $53,503 - $57,992
3,620 Added 2.71%
137,174 $2.05 Million
Q1 2023

May 08, 2023

BUY
$13.96 - $15.6 $95,472 - $106,688
6,839 Added 5.4%
133,554 $2.06 Million
Q4 2022

Jan 25, 2023

BUY
$12.56 - $14.1 $1.59 Million - $1.79 Million
126,715 New
126,715 $0

Others Institutions Holding PHYS

About Sprott Physical Gold Trust


  • Ticker PHYS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Sprott Physical Gold Trust is an exchange traded commodity launched and managed by Sprott Asset Management, LP. The fund invests in the commodity markets. It primarily invests in physical gold bullion in London Good Delivery bar form. Sprott Physical Gold Trust was formed on August 28, 2009 and is domiciled in Canada.
More about PHYS
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.