A detailed history of Principia Wealth Advisory, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 13,185 shares of PHYS stock, worth $314,066. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,185
Previous 16,340 19.31%
Holding current value
$314,066
Previous $329 Million 5.17%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Apr 11, 2025

SELL
$20.25 - $23.82 $63,888 - $75,152
-3,155 Reduced 19.31%
13,185 $312 Million
Q4 2024

Apr 11, 2025

BUY
$19.66 - $21.66 $321,244 - $353,924
16,340 New
16,340 $329 Million

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 Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.