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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 11.11% |
$11.4K - $13.1K
|
5K
$140K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.1K+ 3.89% |
$25.1K - $28.9K
|
29.4K
$821K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.91K+ 26.82% |
$89.2K - $103K
|
18.5K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
428+ 0.27% |
$9.77K - $11.3K
|
160K
$4.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-200- 0.5% |
$4.56K - $5.26K
|
39.5K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-30- 0.22% |
$685 - $789
|
13.5K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
407+ 59.77% |
$9.29K - $10.7K
|
1.09K
$30.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
441+ 11.29% |
$10.1K - $11.6K
|
4.35K
$121K
|
|
|
Jul 29, 2025
Q2 2025
|
Arnhold LLC
|
SELL
|
- |
-5K- 8.85% |
$114K - $131K
|
51.5K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.35K+ 12.19% |
$30.8K - $35.5K
|
12.4K
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
6.6K+ 25.39% |
$151K - $174K
|
32.6K
$911K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-997- 2.33% |
$22.8K - $26.2K
|
41.8K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.99K+ 5.31% |
$68.3K - $78.7K
|
59.4K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.03K+ 65.97% |
$160K - $185K
|
17.7K
$494K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-20.8K- 46.26% |
$474K - $546K
|
24.1K
$673K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 11.46% |
$112K - $129K
|
37.9K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
600+ 2.05% |
$13.7K - $15.8K
|
29.8K
$833K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$502K - $578K
|
22K
$615K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 2.95% |
$28K - $32.2K
|
42.7K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.13K+ 90.28% |
$185K - $214K
|
17.1K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-283K- 69.71% |
$6.46M - $7.44M
|
123K
$3.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
372+ 2.12% |
$8.49K - $9.78K
|
17.9K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
590+ 2.4% |
$13.5K - $15.5K
|
25.2K
$703K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.8K- 13.94% |
$955K - $1.1M
|
258K
$7.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.5K- 85.23% |
$34.1K - $39.3K
|
259
$7.23K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.2K- 34.98% |
$301K - $347K
|
24.6K
$686K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
34.3KNew |
$783K - $902K
|
34.3K
$958K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.91K+ 1.04% |
$158K - $182K
|
672K
$18.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.22K+ 1796.53% |
$142K - $163K
|
6.56K
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-379- 8.82% |
$8.65K - $9.96K
|
3.92K
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.4K+ 52.88% |
$488K - $562K
|
61.8K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
13+ 0.07% |
$297 - $342
|
19.4K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.29K- 9.35% |
$29.4K - $33.9K
|
12.5K
$349K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2K- 9.09% |
$45.6K - $52.6K
|
20K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.2K- 10.18% |
$73K - $84.2K
|
28.3K
$789K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-21.6K- 5.61% |
$493K - $567K
|
363K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.41K- 7.23% |
$101K - $116K
|
56.6K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-53.5K- 9.88% |
$1.22M - $1.41M
|
488K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-621K- 36.56% |
$14.2M - $16.3M
|
1.08M
$30.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.9K- 47.19% |
$613K - $706K
|
30.1K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
381+ 0.33% |
$8.69K - $10K
|
115K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 0.01% |
$571 - $657
|
205K
$5.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.05K+ 3.25% |
$69.6K - $80.2K
|
96.8K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
1.3K+ 2.73% |
$29.7K - $34.3K
|
49.1K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 25.02% |
$235K - $271K
|
51.5K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.4KNew |
$192K - $221K
|
8.4K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.9K+ 5.54% |
$43.3K - $49.9K
|
36.2K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-5.89K- 2.21% |
$134K - $155K
|
260K
$7.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-250- 2.1% |
$5.71K - $6.57K
|
11.7K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
24.1K+ 25.67% |
$549K - $632K
|
118K
$3.29M
|