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 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
93.8K+ 51.95% |
$2.14M - $2.46M
|
274K
$7.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.9K+ 28.77% |
$340K - $392K
|
66.7K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
69K+ 8.49% |
$1.57M - $1.81M
|
881K
$24.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-761- 1.57% |
$17.4K - $20K
|
47.7K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-36.2K- 25.22% |
$825K - $951K
|
107K
$2.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
11.1KNew |
$254K - $293K
|
11.1K
$311K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.01K+ 79.64% |
$23.1K - $26.6K
|
2.29K
$63.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 12.16% |
$350K - $404K
|
111K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
43.5K+ 44.67% |
$992K - $1.14M
|
141K
$3.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.43K+ 3.11% |
$55.4K - $63.8K
|
80.6K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.79K- 14.31% |
$86.4K - $99.6K
|
22.7K
$633K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
8.19KNew |
$187K - $215K
|
8.19K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-22.3K- 3.41% |
$509K - $586K
|
632K
$17.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.19K+ 32.44% |
$164K - $189K
|
29.4K
$820K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.26K- 6.07% |
$28.8K - $33.2K
|
19.6K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.2K- 6.2% |
$27.4K - $31.6K
|
18.2K
$508K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32K+ 28.2% |
$731K - $843K
|
146K
$4.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.4K- 32.93% |
$123K - $142K
|
11K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
49.3K+ 224.24% |
$1.12M - $1.3M
|
71.3K
$1.99M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.81KNew |
$64.2K - $73.9K
|
2.81K
$78.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-42.3K- 16.8% |
$966K - $1.11M
|
209K
$5.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 4.82% |
$42.9K - $49.5K
|
37.1K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
73.9K+ 31.32% |
$1.69M - $1.94M
|
310K
$8.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.8K+ 4.92% |
$63.9K - $73.6K
|
59.8K
$1.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.49K- 1.5% |
$102K - $118K
|
295K
$8.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
51.6K+ 454.19% |
$1.18M - $1.36M
|
62.9K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-612- 0.59% |
$14K - $16.1K
|
104K
$2.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
138K+ 5.82% |
$3.15M - $3.62M
|
2.51M
$70M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
15.7K+ 2.33% |
$358K - $412K
|
688K
$19.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-9.96K- 11.86% |
$227K - $262K
|
74.1K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52.4K+ 31.47% |
$1.2M - $1.38M
|
219K
$6.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.79K+ 33.45% |
$155K - $179K
|
27.1K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
600New |
$13.7K - $15.8K
|
600
$16.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.1K- 3.87% |
$1.49M - $1.71M
|
1.62M
$45.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 0.56% |
$4.56K - $5.26K
|
35.7K
$997K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.2K+ 17.29% |
$553K - $637K
|
164K
$4.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
772+ 0.84% |
$17.6K - $20.3K
|
92.5K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-11.7K- 24.31% |
$267K - $308K
|
36.5K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-4K- 17.39% |
$91.3K - $105K
|
19K
$531K
|
|
|
Jul 30, 2025
Q2 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.68K- 1.88% |
$38.3K - $44.2K
|
87.5K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.52K- 1.54% |
$57.5K - $66.3K
|
161K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.17KNew |
$186K - $215K
|
8.17K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.52KNew |
$34.6K - $39.9K
|
1.52K
$42.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.9K+ 6.67% |
$477K - $549K
|
334K
$9.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.64K- 21.59% |
$220K - $254K
|
35K
$978K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
655+ 0.07% |
$14.9K - $17.2K
|
973K
$27.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53- 0.1% |
$1.21K - $1.39K
|
53.9K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-253K- 9.14% |
$5.78M - $6.66M
|
2.52M
$70.4M
|