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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.12K- 25.58% |
$129K - $147K
|
20.7K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 9.89% |
$52.2K - $59.7K
|
32K
$654K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98+ 12.84% |
$1.78K - $2.03K
|
861
$17.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
16.4KNew |
$297K - $340K
|
16.4K
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.2K+ 12.19% |
$493K - $564K
|
251K
$5.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.1KNew |
$709K - $811K
|
39.1K
$798K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
3.06K+ 6.9% |
$55.4K - $63.3K
|
47.4K
$966K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 1.17% |
$20.4K - $23.4K
|
97.2K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.14K- 1.92% |
$147K - $169K
|
415K
$8.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
28.3K+ 4.93% |
$513K - $587K
|
603K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
250+ 2.24% |
$4.53K - $5.18K
|
11.4K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29.5KNew |
$534K - $610K
|
29.5K
$601K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-400- 0.95% |
$7.25K - $8.29K
|
41.6K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-11.2K- 5.47% |
$203K - $232K
|
194K
$3.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2KNew |
$203K - $232K
|
11.2K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
34.8K+ 55.21% |
$631K - $722K
|
98K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48KNew |
$44.9K - $51.4K
|
2.48K
$50.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.5K+ 69.18% |
$299K - $341K
|
40.3K
$822K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
106+ 2.12% |
$1.92K - $2.2K
|
5.11K
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-86- 0.21% |
$1.56K - $1.78K
|
40.7K
$830K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 8.19% |
$48.9K - $55.9K
|
35.6K
$727K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
95.1K+ 34.76% |
$1.72M - $1.97M
|
369K
$7.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24.7K+ 10.67% |
$448K - $512K
|
256K
$5.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
96+ 0.05% |
$1.74K - $1.99K
|
207K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 3.25% |
$622K - $711K
|
1.09M
$22.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10K- 49.85% |
$182K - $208K
|
10.1K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 681.82% |
$2.72K - $3.11K
|
172
$3.51K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.7K- 0.36% |
$412K - $471K
|
6.28M
$128M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.75M+ 2471.9% |
$49.8M - $56.9M
|
2.86M
$58.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
14.4KNew |
$261K - $299K
|
14.4K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11K+ 40.29% |
$199K - $228K
|
38.3K
$781K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.33K+ 60.82% |
$115K - $131K
|
16.7K
$341K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.1KNew |
$129K - $147K
|
7.1K
$145K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.19K- 10.64% |
$94K - $107K
|
43.5K
$888K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
622New |
$11.3K - $12.9K
|
622
$12.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-46.7K- 29.68% |
$846K - $967K
|
111K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
917+ 4.78% |
$16.6K - $19K
|
20.1K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
7.19K+ 2.94% |
$130K - $149K
|
251K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.7K- 4.31% |
$429K - $490K
|
525K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-272- 1.54% |
$4.93K - $5.64K
|
17.4K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
678K+ 73.28% |
$12.3M - $14M
|
1.6M
$32.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-357K- 20.09% |
$6.47M - $7.4M
|
1.42M
$29M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.52K- 30.76% |
$173K - $197K
|
21.4K
$437K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$195K - $223K
|
10.8K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-1.38K- 0.42% |
$24.9K - $28.5K
|
324K
$6.6M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
13.4K+ 24.13% |
$243K - $278K
|
69.1K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
58.2K+ 14.63% |
$1.05M - $1.21M
|
456K
$9.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.19K+ 6.89% |
$21.6K - $24.7K
|
18.5K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.86K+ 0.44% |
$51.8K - $59.2K
|
655K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$287K - $329K
|
15.9K
$324K
|