PHYS

Sprott Physical Gold Trust

Latest period2024 - Q4Total superinvestors66

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 66 superinvestors own shares of Sprott Physical Gold Trust (PHYS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Sprott Physical Gold Trust (PHYS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Sprott Physical Gold Trust (PHYS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Sprott Physical Gold Trust (PHYS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Decreased -2.48%
7.35%
$107.311M
5.328M shares@ 20.14 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -29.34%
0.03%
$7.88M
391,257 shares@ 20.15 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -26.17%
1.98%
$6.781M
336,710 shares@ 20.14 avg price
Stephanie West@Org Partners Llc
Recent Activity
Decreased -2.98%
0.66%
$4.852M
240,916 shares@ 20.14 avg price
Fred Beerwart@Smi Advisory Services, Llc
Recent Activity
Decreased -29.96%
1.03%
$4.438M
216,469 shares@ 20.51 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -8.59%
2.85%
$3.51M
174,300 shares@ 20.14 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -2.52%
0.05%
$3.133M
155,565 shares@ 20.14 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -3.08%
0.07%
$2.486M
123,431 shares@ 20.14 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -4.8%
0.05%
$1.878M
93,249 shares@ 20.15 avg price
William T. Hedges@Hedges Asset Management Llc
Recent Activity
Decreased -8.94%
1.15%
$1.742M
86,500 shares@ 20.14 avg price