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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.08K- 13.8% |
$42.1K - $50K
|
13K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.92KNew |
$181K - $214K
|
8.92K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.84K+ 550.62% |
$179K - $213K
|
10.4K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
102KNew |
$2.06M - $2.44M
|
102K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-36.5K- 7.35% |
$738K - $877K
|
460K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
655New |
$13.3K - $15.8K
|
655
$18.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 40.0% |
$20.3K - $24.1K
|
1.5K
$41.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.82KNew |
$199K - $236K
|
9.82K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 162.86% |
$18.5K - $21.9K
|
1.47K
$41.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$33.2K - $39.5K
|
1.64K
$45.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-621- 3.4% |
$12.6K - $14.9K
|
17.7K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.33K- 4.48% |
$26.8K - $31.9K
|
28.2K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
850New |
$17.2K - $20.5K
|
850
$23.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.75KNew |
$177K - $210K
|
8.75K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.22KNew |
$166K - $198K
|
8.22K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
57K+ 20.43% |
$1.15M - $1.37M
|
336K
$9.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.04K- 9.14% |
$21.1K - $25.1K
|
10.4K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
89.2KNew |
$1.81M - $2.15M
|
89.2K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20KNew |
$405K - $481K
|
20K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.94KNew |
$181K - $215K
|
8.94K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$203K - $241K
|
10K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36+ 0.11% |
$729 - $866
|
32.5K
$909K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
81+ 0.44% |
$1.64K - $1.95K
|
18.3K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
8.91KNew |
$180K - $214K
|
8.91K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.22K+ 111150.0% |
$45K - $53.5K
|
2.23K
$62.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.12K+ 4.91% |
$22.6K - $26.9K
|
23.9K
$667K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-11.3K- 58.68% |
$222K - $245K
|
7.97K
$223K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.6K+ 166.26% |
$779K - $859K
|
63.5K
$1.77M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.91K- 27.84% |
$96.5K - $106K
|
12.7K
$355K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15.6KNew |
$307K - $339K
|
15.6K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
25.5KNew |
$501K - $552K
|
25.5K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 9.09% |
$19.7K - $21.7K
|
10K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.28K+ 32.79% |
$64.5K - $71K
|
13.3K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
13KNew |
$256K - $282K
|
13K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 34.91% |
$1.16K - $1.28K
|
110
$3.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 9.65% |
$9.83K - $10.8K
|
4.68K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$780K - $859K
|
39.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
114KNew |
$2.24M - $2.47M
|
114K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6KNew |
$118K - $130K
|
6K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.7K+ 86.5% |
$191K - $210K
|
20.9K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
12KNew |
$236K - $260K
|
12K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.12% |
$19.7 - $21.7
|
860
$24K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.4KNew |
$86.5K - $95.3K
|
4.4K
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 1.3% |
$786 - $866
|
3.11K
$86.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.1K+ 90.51% |
$237K - $261K
|
25.4K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$35.4K - $39K
|
1.8K
$50.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.1KNew |
$218K - $241K
|
11.1K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.4KNew |
$244K - $268K
|
12.4K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.05% |
$78.6 - $86.6
|
7.3K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.46K- 3.33% |
$48.3K - $53.2K
|
71.2K
$1.99M
|
|