Independent Wealth Network Inc. Sprott Physical Gold Trust Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$13.96 - $15.6 $376 - $421	-27 Reduced 0.26%	10,188 $157,000
Q4 2022 Jan 25, 2023	SELL	$12.56 - $14.1 $1,230 - $1,381	-98 Reduced 0.95%	10,215 $0
Q3 2022 Oct 17, 2022	SELL	$12.52 - $14.17 $5,170 - $5,852	-413 Reduced 3.85%	10,313 $132,000
Q2 2022 Jul 26, 2022	SELL	$14.12 - $15.66 $13,343 - $14,798	-945 Reduced 8.1%	10,726 $152,000
Q1 2022 Apr 20, 2022	SELL	$14.05 - $16.01 $1,292 - $1,472	-92 Reduced 0.78%	11,671 $179,000
Q4 2021 Feb 10, 2022	BUY	$13.78 - $14.69 $8,640 - $9,210	627 Added 5.63%	11,763 $169,000
Q3 2021 Nov 04, 2021	BUY	$13.6 - $14.47 $151,449 - $161,137	11,136 New	11,136 $156,000

Others Institutions Holding PHYS

# of Institutions

518

Shares Held

128M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

6.69M
Shares

$156 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.77M
Shares

$135 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

5.35M
Shares

$125 Million
0.59% of portfolio
Evanson Asset Management, LLC

5.33M
Shares

$124 Million
7.8% of portfolio
Central Trust CO Jefferson City, MO

4.85M
Shares

$113 Million
2.44% of portfolio

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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