A detailed history of Foundations Investment Advisors, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 20,082 shares of PHYS stock, worth $409,672. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,082
Previous 19,165 4.78%
Holding current value
$409,672
Previous $346,000 18.21%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$18.12 - $20.72 $16,616 - $19,000
917 Added 4.78%
20,082 $409,000
Q2 2024

Aug 02, 2024

SELL
$17.48 - $18.86 $7,324 - $7,902
-419 Reduced 2.14%
19,165 $346,000
Q1 2024

May 13, 2024

BUY
$15.36 - $17.3 $7,971 - $8,978
519 Added 2.72%
19,584 $338,000
Q4 2023

Feb 08, 2024

BUY
$14.08 - $16.12 $268,435 - $307,327
19,065 New
19,065 $303,000

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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.