Whitaker-Myers Wealth Managers, LTD. PHYS Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Sprott Physical Gold Trust Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 11,545.00 shares of Sprott Physical Gold Trust(PHYS), totaling $292,660.00. This investment constitutes 0.07% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0% of the outstanding Sprott Physical Gold Trust(PHYS) stock.
The initial trade took place in 2023Q4. And since then Whitaker-Myers Wealth Managers, LTD. has made 5 purchases of PHYS, at an average price of $18.49, for a total of 744,708.00 shares. In addition, there have been 2 sales at an average price of $24.37 for 733,163.00 shares. Based on historical transaction data and PHYS's current price of $25.61, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his PHYS holdings is $4.39 Mil, reflecting a 31.88% gain to date.
Whitaker-Myers Wealth Managers, LTD. PHYS ($25.61) Holding Chart
Whitaker-Myers Wealth Managers, LTD. PHYS ($25.61) 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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