SOUND MIND INVESTING DYNAMIC ALLOCATION FUND PHYS Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's Sprott Physical Gold Trust Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 548,770.00 shares of Sprott Physical Gold Trust(PHYS), totaling $13.80 Mil. This investment constitutes 23.36% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.12% of the outstanding Sprott Physical Gold Trust(PHYS) stock.
The initial trade took place in 2020Q3. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 5 purchases of PHYS, at an average price of $15.19, for a total of 3.94 Mil shares. In addition, there have been 6 sales at an average price of $14.41 for 3.39 Mil shares. Based on historical transaction data and PHYS's current price of $25.70, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his PHYS holdings is $3.13 Mil, reflecting a 5.24% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND PHYS ($25.70) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND PHYS ($25.70) 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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