Allen Mooney & Barnes Investment Advisors LLC Sprott Physical Gold Trust Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$593 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$15.36 - $17.3 $308,812 - $347,816	-20,105 Reduced 33.68%	39,585 $728 Million
Q4 2023 Jan 22, 2024	SELL	$14.08 - $16.12 $887,040 - $1.02 Million	-63,000 Reduced 51.35%	59,690 $951 Million
Q3 2023 Nov 21, 2023	BUY	$14.32 - $15.43 $1.76 Million - $1.89 Million	122,690 New	122,690 $1.76 Billion

Others Institutions Holding PHYS

# of Institutions

489

Shares Held

119M

Call Options Held

Put Options Held

Polar Asset Management Partners Inc. Toronto, A6

6.92M
Shares

$148 Million
4.73% of portfolio
Royal Bank Of Canada Toronto, A6

6.66M
Shares

$143 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.59M
Shares

$120 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

5.39M
Shares

$115 Million
0.58% of portfolio
Evanson Asset Management, LLC

5.33M
Shares

$114 Million
7.8% of portfolio

View Full List

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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