Number of Shares
147,316.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
2.83%
Total Estimate Gain
$1.91 Mil
% of Total Estimate Gain
58.35%

Bruce G. Allen Investments, LLC's Sprott Physical Gold Trust Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 147,316.00 shares of Sprott Physical Gold Trust(PHYS), totaling $3.73 Mil. This investment constitutes 2.83% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.03% of the outstanding Sprott Physical Gold Trust(PHYS) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $20.98 for 66,191.00 shares. Based on historical transaction data and PHYS's current price of $25.85, Bruce G. Allen Investments, LLC's estimated gain on his PHYS holdings is $1.91 Mil, reflecting a 58.35% gain to date.

Bruce G. Allen Investments, LLC PHYS ($25.85) Holding Chart

Bruce G. Allen Investments, LLC PHYS ($25.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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