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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 0.01% |
$571 - $657
|
205K
$5.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-121K- 5.65% |
$2.76M - $3.18M
|
2.02M
$52.6M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.71K- 5.64% |
$39K - $44.9K
|
28.6K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1K- 9.09% |
$22.8K - $26.3K
|
10K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
171KNew |
$3.9M - $4.49M
|
171K
$4.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
447+ 2.97% |
$10.2K - $11.8K
|
15.5K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400+ 66.67% |
$9.13K - $10.5K
|
1K
$26K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-122K- 43.93% |
$2.78M - $3.2M
|
156K
$4.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-4.99K- 2.47% |
$114K - $131K
|
197K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-27K- 13.81% |
$616K - $710K
|
168K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 36.8% |
$814K - $938K
|
133K
$3.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-3.38K- 0.98% |
$77.2K - $89K
|
342K
$8.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-450- 2.75% |
$10.3K - $11.8K
|
15.9K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.6K- 2.87% |
$59.3K - $68.4K
|
88K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
125+ 13.89% |
$2.85K - $3.29K
|
1.03K
$26.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.34KNew |
$190K - $219K
|
8.34K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86.6K- 22.4% |
$1.98M - $2.28M
|
300K
$7.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.9K- 7.59% |
$89K - $103K
|
47.5K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$386K - $444K
|
16.9K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
64+ 0.12% |
$1.46K - $1.68K
|
51.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.29K+ 0.5% |
$29.4K - $33.9K
|
258K
$6.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3K+ 1.63% |
$68.5K - $78.9K
|
187K
$4.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.3K+ 5.17% |
$29.6K - $34K
|
26.4K
$686K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.05K- 1.76% |
$69.6K - $80.2K
|
170K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.43K- 1.4% |
$32.7K - $37.6K
|
101K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
77.9KNew |
$1.78M - $2.05M
|
77.9K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
31.9K+ 35.75% |
$728K - $839K
|
121K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.5K- 3.0% |
$286K - $330K
|
405K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-809- 2.26% |
$18.5K - $21.3K
|
35K
$911K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.34K- 26.24% |
$122K - $140K
|
15K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-64.2K- 69.39% |
$1.46M - $1.69M
|
28.3K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
414K+ 982.59% |
$9.45M - $10.9M
|
456K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
20K+ 178.54% |
$456K - $526K
|
31.2K
$812K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
600+ 2.77% |
$13.7K - $15.8K
|
22.2K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.38K+ 13.81% |
$191K - $220K
|
69.1K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69.4K+ 58.99% |
$1.58M - $1.82M
|
187K
$4.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.11K- 6.48% |
$48.2K - $55.6K
|
30.5K
$794K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-43- 0.44% |
$981 - $1.13K
|
9.73K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-44.9K- 16.2% |
$1.02M - $1.18M
|
232K
$6.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.71K+ 13.62% |
$108K - $124K
|
39.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 1.26% |
$22.8K - $26.3K
|
80.4K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-184K- 3.65% |
$4.19M - $4.82M
|
4.84M
$126M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-425- 2.34% |
$9.7K - $11.2K
|
17.7K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-6.83K- 2.09% |
$156K - $180K
|
320K
$8.33M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.04K- 6.88% |
$46.6K - $53.6K
|
27.6K
$719K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
903New |
$20.6K - $23.7K
|
903
$23.5K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 1.04% |
$4.56K - $5.26K
|
19.4K
$506K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.28KNew |
$189K - $218K
|
8.28K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 0.24% |
$4.56K - $5.26K
|
84.8K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4K+ 51.28% |
$91.2K - $105K
|
11.8K
$307K
|