A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 397,866 shares of PHYS stock, worth $8.2 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
397,866
Previous 372,957 6.68%
Holding current value
$8.2 Million
Previous $6.45 Billion 11.37%
% of portfolio
2.65%
Previous 2.72%

Shares

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

Jul 26, 2024

BUY
$17.48 - $18.86 $435,409 - $469,783
24,909 Added 6.68%
397,866 $7.19 Billion
Q1 2024

Apr 12, 2024

BUY
$15.36 - $17.3 $1.56 Million - $1.76 Million
101,843 Added 37.56%
372,957 $6.45 Billion
Q4 2023

Jan 12, 2024

BUY
$14.08 - $16.12 $3.82 Million - $4.37 Million
271,114 New
271,114 $4.32 Billion

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 Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.