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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-388K- 18.67% |
$8.85M - $10.2M
|
1.69M
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
10.3K+ 25.02% |
$235K - $271K
|
51.5K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 16.42% |
$49.4K - $56.9K
|
11K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
420K+ 42.13% |
$9.59M - $11.1M
|
1.42M
$39.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.85K- 4.42% |
$42.3K - $48.7K
|
40.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.5K+ 9.18% |
$582K - $671K
|
303K
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8K+ 74.07% |
$183K - $210K
|
18.8K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.38K+ 15.74% |
$77.2K - $88.9K
|
24.9K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-800- 0.13% |
$18.3K - $21K
|
615K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
56.2K+ 23.76% |
$1.28M - $1.48M
|
292K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346+ 5.23% |
$7.9K - $9.1K
|
6.96K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 5.17% |
$22.8K - $26.3K
|
18.3K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.64K+ 6.44% |
$174K - $201K
|
126K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 21.64% |
$41.8K - $48.1K
|
10.3K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Avenir Corp
Washington, DC |
BUY
|
- |
21.5K+ 55.2% |
$489K - $564K
|
60.3K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5.1M- 96.06% |
$116M - $134M
|
210K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-205K- 37.18% |
$4.68M - $5.39M
|
347K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 1.5% |
$22.8K - $26.3K
|
65.6K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
335K+ 4.23% |
$7.65M - $8.81M
|
8.25M
$231M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$1.14M - $1.31M
|
50K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.4KNew |
$968K - $1.11M
|
42.4K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
28.8K+ 27.35% |
$656K - $756K
|
134K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-368- 3.48% |
$8.4K - $9.67K
|
10.2K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.09K+ 3.52% |
$47.6K - $54.8K
|
61.4K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
23.7KNew |
$541K - $623K
|
23.7K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
18.6K+ 3.73% |
$425K - $490K
|
518K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.59K+ 14.02% |
$219K - $252K
|
78K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99K+ 19.23% |
$68.3K - $78.7K
|
18.6K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.3K+ 7.81% |
$988K - $1.14M
|
598K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.92K+ 2.75% |
$112K - $129K
|
184K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-176K- 57.59% |
$4.01M - $4.62M
|
129K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-292- 0.22% |
$6.66K - $7.68K
|
131K
$3.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.2K+ 25.64% |
$256K - $294K
|
54.9K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-428K- 94.01% |
$9.78M - $11.3M
|
27.3K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 2.78% |
$599K - $690K
|
970K
$27.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
111K+ 14.58% |
$2.52M - $2.91M
|
869K
$24.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.18K- 35.97% |
$141K - $162K
|
11K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-17.1K- 24.97% |
$390K - $449K
|
51.3K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
171KNew |
$3.9M - $4.49M
|
171K
$4.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.94K- 5.27% |
$44.3K - $51K
|
34.8K
$973K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
232K+ 532.41% |
$5.3M - $6.11M
|
276K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
253K+ 1872.3% |
$5.77M - $6.65M
|
266K
$7.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16K+ 164.52% |
$365K - $421K
|
25.7K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-545- 4.71% |
$12.4K - $14.3K
|
11K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-354- 1.51% |
$8.08K - $9.31K
|
23K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-22.9K- 61.51% |
$523K - $602K
|
14.3K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
24.5K+ 22.13% |
$560K - $645K
|
135K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
855+ 129.55% |
$19.5K - $22.5K
|
1.52K
$42.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45.8K+ 91.69% |
$1.04M - $1.2M
|
95.7K
$2.67M
|