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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.33K+ 60.82% |
$115K - $131K
|
16.7K
$435K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.1KNew |
$129K - $147K
|
7.1K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.19K- 10.64% |
$94K - $107K
|
43.5K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
622New |
$11.3K - $12.9K
|
622
$16.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
678K+ 73.28% |
$12.3M - $14M
|
1.6M
$41.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.7K- 4.31% |
$429K - $490K
|
525K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63+ 0.46% |
$1.14K - $1.31K
|
13.7K
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 18.07% |
$44.7K - $51.1K
|
11.2K
$291K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.09KNew |
$19.8K - $22.6K
|
1.09K
$28.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-10.7K- 1.73% |
$193K - $221K
|
608K
$15.8M
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$18.6K - $20.1K
|
1.06K
$27.7K
|
|
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
SELL
|
- |
-19.4K- 37.37% |
$340K - $367K
|
32.6K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.5KNew |
$236K - $255K
|
13.5K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95+ 155.74% |
$1.66K - $1.79K
|
156
$4.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$388K - $419K
|
22.2K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
23.9KNew |
$417K - $450K
|
23.9K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.4KNew |
$357K - $385K
|
20.4K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.5KNew |
$184K - $198K
|
10.5K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
556+ 85.54% |
$9.72K - $10.5K
|
1.21K
$31.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.75K- 0.44% |
$48.1K - $51.9K
|
616K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.2K+ 17.31% |
$336K - $363K
|
130K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
12KNew |
$210K - $226K
|
12K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.8KNew |
$643K - $694K
|
36.8K
$958K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
900New |
$15.7K - $17K
|
900
$23.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.55K+ 20.56% |
$62.1K - $67K
|
20.8K
$542K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$35K - $37.7K
|
2K
$52K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.55K- 10.24% |
$62.1K - $67K
|
31.1K
$810K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66New |
$1.15K - $1.24K
|
66
$1.72K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.5KNew |
$202K - $218K
|
11.5K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Lane Generational LLC
|
SELL
|
- |
-3.47K- 6.84% |
$60.7K - $65.5K
|
47.2K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-45.3K- 57.92% |
$792K - $854K
|
32.9K
$856K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25.2KNew |
$440K - $474K
|
25.2K
$655K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50.9KNew |
$890K - $961K
|
50.9K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$35 - $37.7
|
2
$52
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.5K- 88.15% |
$131K - $141K
|
1.01K
$26.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
525+ 52.5% |
$9.18K - $9.9K
|
1.53K
$39.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
10.9KNew |
$190K - $205K
|
10.9K
$283K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
736New |
$12.9K - $13.9K
|
736
$19.2K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 50.0% |
$4.61K - $5.19K
|
300
$7.81K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13.5KNew |
$207K - $234K
|
13.5K
$351K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-500Closed |
$7.68K - $8.65K
|
0
$0
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
53.5KNew |
$822K - $926K
|
53.5K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15KNew |
$230K - $260K
|
15K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.5K+ 11.14% |
$53.8K - $60.6K
|
34.9K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
441KNew |
$6.77M - $7.62M
|
441K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.67M+ 478.57% |
$25.7M - $29M
|
2.02M
$52.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.8K+ 192.45% |
$949K - $1.07M
|
93.9K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 2.97% |
$451K - $507K
|
958K
$24.9M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.32K+ 567.69% |
$51K - $57.5K
|
3.91K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
SELL
|
- |
-7.2K- 40.0% |
$111K - $125K
|
10.8K
$281K
|
|