Sonoma Private Wealth LLC PHYS Holdings History
Sonoma Private Wealth LLC's Sprott Physical Gold Trust Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 61,285.00 shares of Sprott Physical Gold Trust(PHYS), totaling $1.47 Mil. This investment constitutes 2.05% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0.01% of the outstanding Sprott Physical Gold Trust(PHYS) stock.
The initial trade took place in 2025Q1. And since then Sonoma Private Wealth LLC has made 1 purchases of PHYS, at an average price of $22.17, for a total of 61,285.00 shares. Based on historical transaction data and PHYS's current price of $26.31, Sonoma Private Wealth LLC's estimated gain on his PHYS holdings is $253,719.90, reflecting a 18.67% gain to date.
Sonoma Private Wealth LLC PHYS ($26.31) Holding Chart
Sonoma Private Wealth LLC 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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