Latest Institutional Transactions on Sprott Physical Gold Trust (PHYS)
This table provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 37.62% |
$2.73M - $3M
|
507K
$11.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
19.4KNew |
$381K - $419K
|
19.4K
$452K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15.6KNew |
$307K - $339K
|
15.6K
$365K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
238+ 33.38% |
$4.68K - $5.16K
|
951
$22.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-129- 0.11% |
$2.54K - $2.79K
|
115K
$2.68M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
668New |
$13.1K - $14.5K
|
668
$15.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
16.6KNew |
$326K - $359K
|
16.6K
$387K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 29.6% |
$207K - $229K
|
46.2K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.96K+ 98.67% |
$58.2K - $64.1K
|
5.96K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72+ 0.01% |
$1.42K - $1.56K
|
921K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-24.8K- 19.42% |
$487K - $537K
|
103K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9KNew |
$213K - $235K
|
10.9K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.28K+ 32.79% |
$64.5K - $71K
|
13.3K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
BUY
|
- |
1.25K+ 2.26% |
$24.6K - $27.1K
|
56.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.3K- 17.35% |
$262K - $289K
|
63.5K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.2K+ 3.66% |
$455K - $502K
|
656K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31.1K+ 336.59% |
$612K - $674K
|
40.4K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56.6K+ 7.81% |
$1.11M - $1.23M
|
781K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 9.82% |
$13.8K - $15.2K
|
6.43K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
284K+ 290.37% |
$5.58M - $6.14M
|
381K
$8.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.2K- 3.16% |
$378K - $416K
|
589K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
114KNew |
$2.24M - $2.47M
|
114K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.9K+ 3.88% |
$215K - $237K
|
292K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.6KNew |
$268K - $295K
|
13.6K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-127K- 5.22% |
$2.49M - $2.75M
|
2.3M
$53.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
852+ 0.18% |
$16.8K - $18.5K
|
463K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-2.37K- 0.28% |
$46.6K - $51.3K
|
841K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 17.86% |
$270K - $298K
|
63.3K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75KNew |
$1.47M - $1.62M
|
75K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 7.0% |
$200K - $220K
|
135K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 52.23% |
$316K - $348K
|
46.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.17K- 5.41% |
$102K - $112K
|
90.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-695- 1.55% |
$13.7K - $15.1K
|
44.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 9.65% |
$9.83K - $10.8K
|
4.68K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 34.91% |
$1.16K - $1.28K
|
110
$2.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-27.2K- 32.88% |
$535K - $589K
|
55.5K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-23.9K- 6.15% |
$470K - $518K
|
365K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 4.52% |
$47.8K - $52.6K
|
56.1K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
200+ 0.4% |
$3.93K - $4.33K
|
49.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.21K+ 24.47% |
$161K - $178K
|
41.8K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.3K- 22.44% |
$104K - $115K
|
18.3K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
37.6K+ 129.65% |
$739K - $814K
|
66.6K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.88K+ 2.5% |
$116K - $127K
|
241K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$780K - $859K
|
39.7K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.71M+ 601.52% |
$33.5M - $36.9M
|
1.99M
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12.2KNew |
$240K - $264K
|
12.2K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.78K- 19.19% |
$173K - $190K
|
37K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
793New |
$15.6K - $17.2K
|
793
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 11.72% |
$80K - $88.1K
|
38.8K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 3.19% |
$3.51M - $3.86M
|
5.77M
$135M
|