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 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
5.45K+ 7.27% |
$124K - $143K
|
80.4K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14KNew |
$319K - $368K
|
14K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
250New |
$5.71K - $6.57K
|
250
$6.51K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-197- 1.57% |
$4.5K - $5.18K
|
12.4K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
294+ 0.62% |
$6.71K - $7.73K
|
47.4K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206K+ 117.67% |
$4.69M - $5.41M
|
381K
$9.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
257K+ 502.59% |
$5.86M - $6.76M
|
308K
$8.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21K- 35.91% |
$479K - $552K
|
37.5K
$975K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.74K- 0.83% |
$222K - $256K
|
1.16M
$30.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-6.11K- 31.53% |
$139K - $161K
|
13.3K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
65KNew |
$1.48M - $1.71M
|
65K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10.4K- 6.59% |
$237K - $273K
|
147K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.98K- 6.06% |
$68K - $78.3K
|
46.2K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.7K+ 5.25% |
$244K - $281K
|
214K
$5.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.99K- 15.8% |
$68.3K - $78.7K
|
15.9K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.4K- 4.56% |
$100K - $116K
|
92.1K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-415- 41.5% |
$9.47K - $10.9K
|
585
$15.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.08K- 26.41% |
$139K - $160K
|
16.9K
$440K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
383New |
$8.74K - $10.1K
|
383
$9.97K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-500- 6.68% |
$11.4K - $13.1K
|
6.99K
$182K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-614K- 98.15% |
$14M - $16.1M
|
11.5K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-13.5K- 17.2% |
$308K - $355K
|
65K
$1.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
925+ 7.48% |
$21.1K - $24.3K
|
13.3K
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
395New |
$9.01K - $10.4K
|
395
$10.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-9.84K- 28.48% |
$225K - $259K
|
24.7K
$643K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.5K+ 1.56% |
$79.8K - $92K
|
227K
$5.91M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
8.94K+ 17.68% |
$181K - $215K
|
59.5K
$1.55M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.24K+ 20.26% |
$65.6K - $78K
|
19.2K
$500K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
284New |
$5.75K - $6.83K
|
284
$7.39K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10+ 0.01% |
$203 - $241
|
78.2K
$2.03M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
63.4KNew |
$1.28M - $1.53M
|
63.4K
$1.65M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.3K- 9.38% |
$512K - $609K
|
245K
$6.36M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.4KNew |
$332K - $395K
|
16.4K
$427K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
93.8KNew |
$1.9M - $2.26M
|
93.8K
$2.44M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 87.32% |
$34K - $40.4K
|
244
$6.35K
|
|
|
May 15, 2025
Q1 2025
|
Amitell Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-47K- 13.72% |
$953K - $1.13M
|
296K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.16K- 3.28% |
$43.6K - $51.8K
|
63.6K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
413KNew |
$8.35M - $9.92M
|
413K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
350+ 0.75% |
$7.09K - $8.42K
|
47.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
115K+ 30.48% |
$2.32M - $2.76M
|
491K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
61.3KNew |
$1.24M - $1.47M
|
61.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 1.83% |
$341K - $405K
|
938K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-230- 0.53% |
$4.66K - $5.53K
|
42.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-18.8K- 18.27% |
$380K - $452K
|
84K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.14KNew |
$23K - $27.3K
|
1.14K
$29.5K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.6K- 1.1% |
$174K - $207K
|
773K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.98K- 0.61% |
$40.1K - $47.7K
|
322K
$8.38M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-84.4K- 12.86% |
$1.71M - $2.03M
|
572K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-181K- 39.07% |
$3.67M - $4.36M
|
282K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75K+ 20.15% |
$55.6K - $66.1K
|
16.4K
$426K
|
|