A detailed history of Guardian Wealth Advisors, LLC transactions in Sprott Physical Gold Trust stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 95,596 shares of PHYS stock, worth $1.98 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
95,596
Previous 94,465 1.2%
Holding current value
$1.98 Million
Previous $1.71 Million 14.24%
% of portfolio
0.23%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$18.12 - $20.72 $20,493 - $23,434
1,131 Added 1.2%
95,596 $1.95 Million
Q2 2024

Aug 14, 2024

SELL
$17.48 - $18.86 $9,771 - $10,542
-559 Reduced 0.59%
94,465 $1.71 Million
Q1 2024

May 15, 2024

SELL
$15.36 - $17.3 $4,224 - $4,757
-275 Reduced 0.29%
95,024 $1.64 Million
Q4 2023

Feb 14, 2024

BUY
$14.08 - $16.12 $33,651 - $38,526
2,390 Added 2.57%
95,299 $1.52 Million
Q3 2023

Nov 14, 2023

BUY
$14.32 - $15.43 $18,286 - $19,704
1,277 Added 1.39%
92,909 $1.33 Million
Q2 2023

Aug 14, 2023

BUY
$14.78 - $16.02 $981,761 - $1.06 Million
66,425 Added 263.52%
91,632 $1.37 Million
Q1 2023

May 15, 2023

BUY
$13.96 - $15.6 $11,126 - $12,433
797 Added 3.27%
25,207 $389,000
Q4 2022

Feb 14, 2023

SELL
$12.56 - $14.1 $3,127 - $3,510
-249 Reduced 1.01%
24,410 $343,000
Q3 2022

Nov 14, 2022

SELL
$12.52 - $14.17 $888 - $1,006
-71 Reduced 0.29%
24,659 $316,000
Q2 2022

Aug 15, 2022

BUY
$14.12 - $15.66 $349,187 - $387,271
24,730 New
24,730 $351,000

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
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, 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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.