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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-18.2K- 17.72% |
$368K - $437K
|
84.3K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
355K+ 353.85% |
$7.19M - $8.55M
|
456K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.74K+ 0.33% |
$55.4K - $65.9K
|
843K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.2K- 3.2% |
$632K - $751K
|
943K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
186+ 9.3% |
$3.77K - $4.48K
|
2.19K
$56.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
370New |
$7.49K - $8.9K
|
370
$9.63K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.9K- 0.69% |
$343K - $408K
|
2.43M
$63.2M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
27KNew |
$546K - $649K
|
27K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30.2K+ 143.45% |
$612K - $727K
|
51.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.62K- 10.12% |
$114K - $135K
|
49.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 3.58% |
$48.8K - $57.9K
|
69.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.89KClosed |
$140K - $166K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.5K+ 2.59% |
$91.2K - $108K
|
179K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.01M- 50.93% |
$20.5M - $24.4M
|
976K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9K+ 15.14% |
$220K - $262K
|
82.8K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.92K- 6.13% |
$59K - $70.2K
|
44.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
28.4KNew |
$575K - $683K
|
28.4K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.46KNew |
$171K - $203K
|
8.46K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.74K+ 7.64% |
$116K - $138K
|
80.9K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.82KNew |
$199K - $236K
|
9.82K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-508- 3.92% |
$10.3K - $12.2K
|
12.5K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
498+ 1.61% |
$10.1K - $12K
|
31.4K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
14.7KNew |
$298K - $354K
|
14.7K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-310- 0.52% |
$6.28K - $7.46K
|
59.3K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.6K+ 0.37% |
$113K - $135K
|
1.52M
$39.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-34K- 5.78% |
$689K - $819K
|
554K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 14.88% |
$34.4K - $40.9K
|
9.73K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37KNew |
$749K - $889K
|
37K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.7K+ 3.4% |
$542K - $643K
|
812K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-34.8K- 54.87% |
$705K - $838K
|
28.7K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 8.03% |
$30.4K - $36.1K
|
17.2K
$447K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
390+ 0.96% |
$7.9K - $9.38K
|
40.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.7K- 9.06% |
$602K - $715K
|
299K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-24.3K- 5.36% |
$492K - $585K
|
429K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
46KNew |
$931K - $1.11M
|
46K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.4K+ 10.39% |
$1.18M - $1.41M
|
621K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.5KNew |
$435K - $517K
|
21.5K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
148K+ 18649.31% |
$2.99M - $3.56M
|
149K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.59K+ 3.39% |
$32.2K - $38.2K
|
48.4K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-40.2K- 99.48% |
$813K - $966K
|
210
$5.46K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-423- 0.75% |
$8.57K - $10.2K
|
55.7K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
107KNew |
$2.18M - $2.58M
|
107K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-138K- 6.25% |
$2.8M - $3.33M
|
2.08M
$54.1M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-24.6K- 10.34% |
$498K - $592K
|
213K
$5.55M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-357- 0.27% |
$7.23K - $8.59K
|
131K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.4K+ 20.01% |
$1.81M - $2.15M
|
536K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
22KNew |
$445K - $529K
|
22K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
11.2K+ 91.66% |
$227K - $269K
|
23.4K
$609K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
47K+ 10.39% |
$952K - $1.13M
|
500K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.1K+ 61.93% |
$610K - $724K
|
78.7K
$2.05M
|