Number of Shares
105,147.00
Current Holdings Value*
$2.53 Mil
% of Portfolio
3.33%
Total Estimate Gain
$586,668.75
% of Total Estimate Gain
27.28%

Valued Retirements, Inc.'s Sprott Physical Gold Trust Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 105,147.00 shares of Sprott Physical Gold Trust(PHYS), totaling $2.53 Mil. This investment constitutes 3.33% of their stock portfolio, and Valued Retirements, Inc. now holds 0.02% of the outstanding Sprott Physical Gold Trust(PHYS) stock.

The initial trade took place in 2024Q2. And since then Valued Retirements, Inc. has made 3 purchases of PHYS, at an average price of $20.46, for a total of 105,147.00 shares. Based on historical transaction data and PHYS's current price of $26.04, Valued Retirements, Inc.'s estimated gain on his PHYS holdings is $586,668.75, reflecting a 27.28% gain to date.

Valued Retirements, Inc. PHYS ($26.04) Holding Chart

Valued Retirements, Inc. PHYS ($26.04) 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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