A detailed history of Cyndeo Wealth Partners, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 614,315 shares of PHYS stock, worth $11.4 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
614,315
Previous 614,088 0.04%
Holding current value
$11.4 Million
Previous $9.78 Million 8.64%
% of portfolio
0.89%
Previous 0.9%

Shares

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

Apr 16, 2024

BUY
$15.36 - $17.3 $3,486 - $3,927
227 Added 0.04%
614,315 $10.6 Million
Q4 2023

Jan 12, 2024

BUY
$14.08 - $16.12 $69,850 - $79,971
4,961 Added 0.81%
614,088 $9.78 Million
Q3 2023

Oct 10, 2023

BUY
$14.32 - $15.43 $191,343 - $206,175
13,362 Added 2.24%
609,127 $8.72 Million
Q2 2023

Jul 27, 2023

BUY
$14.78 - $16.02 $160,008 - $173,432
10,826 Added 1.85%
595,765 $8.89 Million
Q1 2023

Apr 21, 2023

BUY
$13.96 - $15.6 $1.43 Million - $1.59 Million
102,214 Added 21.17%
584,939 $9.04 Million
Q4 2022

Jan 25, 2023

BUY
$12.56 - $14.1 $6.06 Million - $6.81 Million
482,725 New
482,725 $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
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