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 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-3.21K- 7.17% |
$65K - $77.2K
|
41.5K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
485New |
$9.82K - $11.7K
|
485
$12.6K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.32KNew |
$169K - $200K
|
8.32K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.08% |
$506 - $602
|
30.7K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.9K+ 24.59% |
$402K - $478K
|
101K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
350+ 1.54% |
$7.09K - $8.42K
|
23.1K
$600K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
41.2KNew |
$834K - $991K
|
41.2K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 25.61% |
$439K - $521K
|
62.9K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.78K+ 5.04% |
$96.7K - $115K
|
99.5K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-405- 3.03% |
$8.2K - $9.74K
|
12.9K
$337K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-10.1K- 12.47% |
$206K - $244K
|
71.3K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
2.87K+ 0.75% |
$58.1K - $69K
|
385K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396K+ 2489.9% |
$8.02M - $9.53M
|
412K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.6K+ 2.09% |
$478K - $568K
|
1.16M
$30.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 6.83% |
$34.3K - $40.7K
|
26.5K
$689K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
39KNew |
$790K - $939K
|
39K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.27KNew |
$25.8K - $30.6K
|
1.27K
$33.1K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 0.4% |
$4.05K - $4.81K
|
49.5K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.46K- 1.25% |
$29.6K - $35.2K
|
115K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
19.2K+ 1.92% |
$389K - $462K
|
1.02M
$26.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
127K+ 10.74% |
$2.57M - $3.05M
|
1.31M
$34M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-969- 1.55% |
$19.6K - $23.3K
|
61.4K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 2.65% |
$27.3K - $32.5K
|
52.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.35K+ 77.11% |
$189K - $225K
|
21.5K
$559K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6K+ 41.86% |
$357K - $424K
|
59.8K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 40.44% |
$220K - $262K
|
37.8K
$982K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.5KNew |
$192K - $229K
|
9.5K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-60- 0.41% |
$1.22K - $1.44K
|
14.4K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
86.5K+ 79.92% |
$1.75M - $2.08M
|
195K
$5.07M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
230+ 0.24% |
$4.66K - $5.53K
|
98K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1KNew |
$20.3K - $24.1K
|
1K
$26K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
21.4K+ 2.55% |
$433K - $515K
|
860K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-700- 1.43% |
$14.2K - $16.8K
|
48.2K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.42K- 9.8% |
$69.2K - $82.2K
|
31.5K
$819K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 7.41% |
$69.4K - $82.4K
|
42.8K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
50.6K+ 35.23% |
$1.02M - $1.22M
|
194K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.6KNew |
$174K - $207K
|
8.6K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
8.7KNew |
$176K - $209K
|
8.7K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-177- 21.15% |
$3.58K - $4.26K
|
660
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.8K- 12.16% |
$36.5K - $43.3K
|
13K
$338K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
198K+ 41.65% |
$4.01M - $4.76M
|
673K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 62.67% |
$324K - $385K
|
41.5K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
16.5K+ 70.93% |
$334K - $396K
|
39.7K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-940- 65.28% |
$19K - $22.6K
|
500
$13K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.1K+ 47.47% |
$204K - $243K
|
31.3K
$815K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-120K- 4.16% |
$2.44M - $2.89M
|
2.77M
$72.1M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
425+ 0.67% |
$8.61K - $10.2K
|
64K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.8K+ 63.97% |
$320K - $380K
|
40.4K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.7K+ 8.13% |
$54.7K - $65K
|
35.9K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-18- 0.09% |
$365 - $433
|
19.4K
$504K
|