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 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
39.5KNew |
$800K - $950K
|
39.5K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
231KNew |
$4.67M - $5.55M
|
231K
$6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.9K+ 7.52% |
$1.27M - $1.51M
|
900K
$23.4M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
214+ 0.97% |
$4.33K - $5.15K
|
22.2K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.4K- 6.38% |
$28.4K - $33.7K
|
20.5K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.3K+ 1.45% |
$66.8K - $79.4K
|
231K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-914- 3.03% |
$18.5K - $22K
|
29.2K
$760K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11K+ 0.59% |
$223K - $266K
|
1.89M
$49M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-832- 0.28% |
$16.8K - $20K
|
299K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-72- 0.15% |
$1.46K - $1.73K
|
47.8K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186+ 2.89% |
$3.77K - $4.48K
|
6.61K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10.6KNew |
$215K - $256K
|
10.6K
$277K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4K+ 5.03% |
$231K - $274K
|
238K
$6.19M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.6K+ 11.76% |
$640K - $760K
|
300K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.67K+ 146.88% |
$74.4K - $88.3K
|
6.17K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
438K+ 137.02% |
$8.87M - $10.5M
|
758K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.7K+ 42.37% |
$925K - $1.1M
|
154K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
193K+ 10.94% |
$3.9M - $4.63M
|
1.95M
$50.8M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
9.3KNew |
$188K - $224K
|
9.3K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
74.2K+ 47.23% |
$1.5M - $1.78M
|
231K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-641- 1.29% |
$13K - $15.4K
|
49.1K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
171K+ 12.53% |
$3.46M - $4.11M
|
1.53M
$39.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
60.8KNew |
$1.23M - $1.46M
|
60.8K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 5.4% |
$23K - $27.3K
|
22.2K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.2KNew |
$64.8K - $77K
|
3.2K
$83.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20K- 49.12% |
$405K - $481K
|
20.7K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-106K- 20.75% |
$2.15M - $2.56M
|
406K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$13K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-425- 3.37% |
$8.61K - $10.2K
|
12.2K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
10.4KNew |
$210K - $250K
|
10.4K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.5KNew |
$355K - $421K
|
17.5K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
947+ 5.67% |
$19.2K - $22.8K
|
17.6K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.6KNew |
$234K - $279K
|
11.6K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.21K+ 48.48% |
$105K - $125K
|
15.9K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-4.62K- 2.94% |
$93.6K - $111K
|
153K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-168K- 20.42% |
$3.4M - $4.04M
|
654K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 34.01% |
$790K - $938K
|
154K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.38K+ 1.77% |
$88.8K - $105K
|
252K
$6.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.5K+ 61.71% |
$436K - $518K
|
56.4K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18KNew |
$23.8K - $28.3K
|
1.18K
$30.6K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 2.98% |
$20.3K - $24.1K
|
32.5K
$847K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 1.0% |
$8.95K - $10.6K
|
43.7K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
85.2K+ 108.77% |
$1.73M - $2.05M
|
164K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.66K- 2.49% |
$74K - $88K
|
143K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
459+ 4.12% |
$9.29K - $11K
|
11.6K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.3K+ 19.45% |
$107K - $128K
|
32.6K
$847K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.18K+ 0.63% |
$186K - $221K
|
1.46M
$38M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
46.8K+ 80.2% |
$948K - $1.13M
|
105K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 0.53% |
$1.11K - $1.32K
|
10.5K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-3.21K- 7.17% |
$65K - $77.2K
|
41.5K
$1.08M
|