A detailed history of Ever Source Wealth Advisors, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,727 shares of PHYS stock, worth $249,205. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,727
Previous 11,427 14.88%
Holding current value
$249,205
Previous $230,000 1.74%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
$20.25 - $24.06 $34,425 - $40,902
-1,700 Reduced 14.88%
9,727 $234,000
Q2 2023

Aug 04, 2023

BUY
$14.78 - $16.02 $19,007 - $20,601
1,286 Added 12.68%
11,427 $170,000
Q1 2023

May 11, 2023

BUY
$13.96 - $15.6 $51,847 - $57,938
3,714 Added 57.79%
10,141 $156,000
Q4 2022

Feb 09, 2023

BUY
$12.56 - $14.1 $80,723 - $90,620
6,427 New
6,427 $90,000

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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.