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 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
59.4K+ 25.68% |
$1.35M - $1.56M
|
291K
$8.11M
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-45.8K- 2.3% |
$1.05M - $1.2M
|
1.94M
$54.3M
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-8.13K- 35.21% |
$186K - $214K
|
15K
$418K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-775- 0.33% |
$17.7K - $20.4K
|
237K
$6.62M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.13K+ 2307.12% |
$163K - $187K
|
7.44K
$208K
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
296K+ 15.17% |
$6.76M - $7.79M
|
2.25M
$62.8M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.9K+ 40.31% |
$1.41M - $1.63M
|
215K
$6.02M
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.18K+ 35.24% |
$49.6K - $57.2K
|
8.35K
$233K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.4K- 10.66% |
$238K - $274K
|
87.5K
$2.44M
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.05K+ 0.7% |
$138K - $159K
|
866K
$24.2M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-812- 0.62% |
$18.5K - $21.3K
|
130K
$3.62M
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 2.43% |
$22.8K - $26.3K
|
40.2K
$1.12M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
791+ 2.43% |
$18.1K - $20.8K
|
33.4K
$932K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.2K+ 25.31% |
$1.12M - $1.29M
|
243K
$6.8M
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.2KNew |
$27.4K - $31.5K
|
1.2K
$33.5K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
30New |
$685 - $789
|
30
$838
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.95K- 24.2% |
$67.2K - $77.4K
|
9.23K
$258K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.5K- 27.85% |
$1.81M - $2.09M
|
206K
$5.75M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-870- 0.64% |
$19.9K - $22.9K
|
135K
$3.77M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.2K+ 3.83% |
$1.01M - $1.16M
|
1.2M
$33.5M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
133K+ 32.27% |
$3.03M - $3.5M
|
545K
$15.2M
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.5K- 5.48% |
$57.1K - $65.7K
|
43.1K
$1.2M
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.09K+ 6.2% |
$25K - $28.8K
|
18.7K
$523K
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
16.8KNew |
$383K - $441K
|
16.8K
$469K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.05K+ 7.75% |
$92.4K - $106K
|
56.3K
$1.57M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 3.07% |
$22.8K - $26.3K
|
31.5K
$881K
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-750- 19.86% |
$17.1K - $19.7K
|
3.03K
$84.5K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-383K- 8.24% |
$8.74M - $10.1M
|
4.26M
$119M
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
81.4KNew |
$1.86M - $2.14M
|
81.4K
$2.27M
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-9.37K- 1.69% |
$214K - $246K
|
544K
$15.2M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7.03K+ 45.82% |
$160K - $185K
|
22.4K
$624K
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
14.9K+ 143.43% |
$340K - $392K
|
25.3K
$707K
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
30K+ 5.88% |
$685K - $789K
|
540K
$15.1M
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
45New |
$1.03K - $1.18K
|
45
$1.26K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.6K- 5.13% |
$1.79M - $2.07M
|
1.45M
$40.6M
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-13.6K- 0.72% |
$310K - $357K
|
1.87M
$52.3M
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
84.3K+ 1.99% |
$1.92M - $2.22M
|
4.31M
$120M
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
8.5KNew |
$194K - $223K
|
8.5K
$237K
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25.5K- 22.17% |
$582K - $671K
|
89.5K
$2.5M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 0.93% |
$297 - $342
|
1.41K
$39.5K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400+ 36.36% |
$9.13K - $10.5K
|
1.5K
$41.9K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13+ 0.93% |
$297 - $342
|
1.41K
$39.5K
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2K+ 2.01% |
$45.6K - $52.6K
|
102K
$2.84M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.23K- 13.08% |
$188K - $216K
|
54.7K
$1.53M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.86K+ 8.08% |
$42.5K - $49K
|
24.9K
$696K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
161K+ 49.95% |
$3.67M - $4.23M
|
483K
$13.5M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
216K+ 177.29% |
$4.93M - $5.68M
|
338K
$9.44M
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.78K+ 6.71% |
$109K - $126K
|
76K
$2.12M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.07K- 6.36% |
$92.9K - $107K
|
59.9K
$1.67M
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-158K- 81.3% |
$3.61M - $4.16M
|
36.4K
$1.02M
|