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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
153+ 1.69% |
$4.53K - $5.1K
|
9.19K
$286K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.4KNew |
$71.1K - $79.9K
|
2.4K
$74.8K
|
|
|
Jan 22, 2026
Q4 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
3.56K+ 1.75% |
$105K - $118K
|
207K
$6.44M
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.48K- 12.82% |
$73.6K - $82.7K
|
16.9K
$526K
|
|
|
Jan 21, 2026
Q4 2025
|
Quilter PLC
|
SELL
|
- |
-204K- 46.3% |
$6.03M - $6.78M
|
236K
$7.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.17K+ 137.09% |
$153K - $172K
|
8.94K
$278K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.19KNew |
$64.7K - $72.8K
|
2.19K
$68.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.19K- 1.19% |
$35.3K - $39.7K
|
98.7K
$3.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
446+ 0.3% |
$13.2K - $14.9K
|
147K
$4.59M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-319- 2.42% |
$9.45K - $10.6K
|
12.9K
$401K
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.89K+ 2.97% |
$174K - $196K
|
204K
$6.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
378K+ 335.19% |
$11.2M - $12.6M
|
491K
$15.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.97K- 34.09% |
$118K - $132K
|
7.68K
$239K
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.58% |
$2.96K - $3.33K
|
17K
$530K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.55K+ 3.48% |
$164K - $185K
|
165K
$5.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.05K- 1.31% |
$31K - $34.9K
|
79K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-79.1K- 12.73% |
$2.34M - $2.63M
|
542K
$16.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-59.3K- 99.78% |
$1.76M - $1.98M
|
132
$4.11K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.4K+ 103.89% |
$427K - $480K
|
28.3K
$882K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 12.55% |
$70.1K - $78.9K
|
21.2K
$662K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.9KNew |
$234K - $263K
|
7.9K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
960+ 3.31% |
$28.4K - $32K
|
30K
$934K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.59KNew |
$284K - $319K
|
9.59K
$299K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.62K- 1.4% |
$107K - $121K
|
255K
$7.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-33- 0.32% |
$977 - $1.1K
|
10.2K
$317K
|
|
|
Jan 20, 2026
Q4 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-330- 0.09% |
$9.77K - $11K
|
364K
$11.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-70K- 24.97% |
$2.07M - $2.33M
|
210K
$6.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
3.18K+ 44.59% |
$94K - $106K
|
10.3K
$321K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.84K+ 685.99% |
$84.1K - $94.6K
|
3.25K
$101K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3.77K- 0.18% |
$112K - $126K
|
2.06M
$64.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.2K+ 7.77% |
$391K - $440K
|
183K
$5.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-625- 3.44% |
$18.5K - $20.8K
|
17.6K
$547K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
811+ 0.25% |
$24K - $27K
|
322K
$10M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.8K- 11.32% |
$142K - $160K
|
37.6K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
408+ 0.85% |
$12.1K - $13.6K
|
48.2K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.5K- 13.16% |
$74.1K - $83.3K
|
16.5K
$514K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.4K+ 23.75% |
$1.32M - $1.48M
|
232K
$7.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.5K+ 60.09% |
$874K - $983K
|
78.6K
$2.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
9+ 0.83% |
$267 - $300
|
1.1K
$34.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
96.6K+ 29.01% |
$2.86M - $3.22M
|
430K
$13.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-305- 1.74% |
$9.03K - $10.2K
|
17.2K
$537K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-283- 2.75% |
$8.38K - $9.43K
|
10K
$312K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
203New |
$6.01K - $6.76K
|
203
$6.33K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-11.8K- 2.48% |
$350K - $394K
|
466K
$14.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.26KNew |
$185K - $209K
|
6.26K
$195K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
7.5K+ 3.37% |
$222K - $250K
|
230K
$7.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
955+ 0.19% |
$28.3K - $31.8K
|
506K
$15.8M
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.52K- 2.58% |
$74.8K - $84.1K
|
95.3K
$2.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-110- 0.26% |
$3.26K - $3.66K
|
41.7K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-33- 0.38% |
$977 - $1.1K
|
8.71K
$271K
|
|