Number of Shares
265,865.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
3.03%
Total Estimate Gain
$2.86 Mil
% of Total Estimate Gain
68.75%

Hubbell Strickland Wealth Management, LLC's Sprott Physical Gold Trust Holding Summary

As of 2025-03-31, Hubbell Strickland Wealth Management, LLC held 265,865.00 shares of Sprott Physical Gold Trust(PHYS), totaling $6.40 Mil. This investment constitutes 3.03% of their stock portfolio, and Hubbell Strickland Wealth Management, LLC now holds 0.06% of the outstanding Sprott Physical Gold Trust(PHYS) stock.

The initial trade took place in 2020Q2. And since then Hubbell Strickland Wealth Management, LLC has made 14 purchases of PHYS, at an average price of $14.60, for a total of 284,940.00 shares. In addition, there have been 5 sales at an average price of $15.27 for 19,075.00 shares. Based on historical transaction data and PHYS's current price of $25.30, Hubbell Strickland Wealth Management, LLC's estimated gain on his PHYS holdings is $2.86 Mil, reflecting a 68.75% gain to date.

Hubbell Strickland Wealth Management, LLC PHYS ($25.30) Holding Chart

Hubbell Strickland Wealth Management, LLC PHYS ($25.30) 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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