Number of Shares
77,865.00
Current Holdings Value*
$1.97 Mil
% of Portfolio
1.56%
Total Estimate Gain
$93,438.00
% of Total Estimate Gain
4.78%

Kerntke Otto McGlone Wealth Management Group's Sprott Physical Gold Trust Holding Summary

As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 77,865.00 shares of Sprott Physical Gold Trust(PHYS), totaling $1.97 Mil. This investment constitutes 1.56% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.02% of the outstanding Sprott Physical Gold Trust(PHYS) stock.

The initial trade took place in 2025Q2. And since then Kerntke Otto McGlone Wealth Management Group has made 1 purchases of PHYS, at an average price of $25.11, for a total of 77,865.00 shares. Based on historical transaction data and PHYS's current price of $26.31, Kerntke Otto McGlone Wealth Management Group's estimated gain on his PHYS holdings is $93,438.00, reflecting a 4.78% gain to date.

Kerntke Otto McGlone Wealth Management Group PHYS ($26.31) Holding Chart

Kerntke Otto McGlone Wealth Management Group PHYS ($26.31) 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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