A detailed history of Modera Wealth Management, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,500 shares of PHYS stock, worth $277,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,500
Previous 12,500 -0.0%
Holding current value
$277,000
Previous $254,000 1.18%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023

SELL
$14.32 - $15.43 $2,864 - $3,086
-200 Reduced 1.57%
12,500 $179,000
Q2 2023

Aug 07, 2023

BUY
$14.78 - $16.02 $2,956 - $3,204
200 Added 1.6%
12,700 $189,000
Q4 2022

Feb 07, 2023

BUY
$12.56 - $14.1 $157,000 - $176,250
12,500 New
12,500 $176,000

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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