A detailed history of Insight Wealth Partners, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 138,153 shares of PHYS stock, worth $2.69 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
138,153
Previous 159,627 13.45%
Holding current value
$2.69 Million
Previous $2.76 Million 9.63%
% of portfolio
0.43%
Previous 0.48%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$17.48 - $18.86 $375,365 - $404,999
-21,474 Reduced 13.45%
138,153 $2.5 Million
Q1 2024

May 10, 2024

SELL
$15.36 - $17.3 $25,328 - $28,527
-1,649 Reduced 1.02%
159,627 $2.76 Million
Q4 2023

Feb 13, 2024

SELL
$14.08 - $16.12 $3,872 - $4,433
-275 Reduced 0.17%
161,276 $2.57 Million
Q3 2023

Oct 30, 2023

SELL
$14.32 - $15.43 $99,681 - $107,408
-6,961 Reduced 4.13%
161,551 $2.31 Million
Q2 2023

Aug 11, 2023

SELL
$14.78 - $16.02 $124,610 - $135,064
-8,431 Reduced 4.76%
168,512 $2.51 Million
Q1 2023

May 12, 2023

SELL
$13.96 - $15.6 $38,152 - $42,634
-2,733 Reduced 1.52%
176,943 $2.74 Million
Q3 2022

Dec 01, 2022

BUY
$12.52 - $14.17 $240,822 - $272,559
19,235 Added 11.99%
179,676 $2.3 Million
Q2 2022

Jul 13, 2022

BUY
$14.12 - $15.66 $10,801 - $11,979
765 Added 0.48%
160,441 $2.28 Million
Q1 2022

May 02, 2022

BUY
$14.05 - $16.01 $19,852 - $22,622
1,413 Added 0.89%
159,676 $2.45 Million
Q4 2021

Feb 04, 2022

BUY
$13.78 - $14.69 $214,719 - $228,899
15,582 Added 10.92%
158,263 $2.27 Million
Q3 2021

Nov 05, 2021

BUY
$13.6 - $14.47 $687,643 - $731,632
50,562 Added 54.89%
142,681 $1.97 Million
Q2 2021

Jul 14, 2021

BUY
$13.54 - $15.21 $145,500 - $163,446
10,746 Added 13.21%
92,119 $1.29 Million
Q1 2021

Apr 20, 2021

BUY
$13.26 - $15.39 $109,010 - $126,521
8,221 Added 11.24%
81,373 $1.09 Million
Q4 2020

Jan 19, 2021

BUY
$13.89 - $15.49 $286,342 - $319,326
20,615 Added 39.24%
73,152 $1.1 Million
Q3 2020

Oct 16, 2020

BUY
$14.29 - $16.42 $416,682 - $478,790
29,159 Added 124.73%
52,537 $791,000
Q2 2020

Jul 20, 2020

BUY
$12.9 - $14.31 $301,576 - $334,539
23,378 New
23,378 $335,000

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
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