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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
19.4KNew |
$352K - $403K
|
19.4K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
167New |
$3.03K - $3.46K
|
167
$3.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
32.8KNew |
$594K - $679K
|
32.8K
$700K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 5.68% |
$25.6K - $29.3K
|
23.5K
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
700+ 1.63% |
$12.7K - $14.5K
|
43.7K
$933K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.08K+ 15.46% |
$55.8K - $63.8K
|
23K
$491K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
712+ 1.15% |
$12.9K - $14.8K
|
62.8K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.9K- 24.94% |
$270K - $309K
|
44.8K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-509- 6.51% |
$9.22K - $10.5K
|
7.31K
$156K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.07K- 3.27% |
$91.9K - $105K
|
150K
$3.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.71K+ 12.62% |
$49.1K - $56.2K
|
24.2K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
150+ 0.93% |
$2.72K - $3.11K
|
16.3K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
805New |
$14.6K - $16.7K
|
805
$17.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.72K+ 11.86% |
$176K - $201K
|
91.7K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125+ 0.16% |
$2.27K - $2.59K
|
80.5K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-263- 0.09% |
$4.77K - $5.45K
|
299K
$6.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3.79K+ 749.01% |
$68.7K - $78.5K
|
4.3K
$91.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$94.3K - $108K
|
5.21K
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 11.21% |
$23.6K - $26.9K
|
12.9K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 16.21% |
$34.4K - $39.4K
|
9.82K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
703+ 3.11% |
$12.7K - $14.6K
|
23.3K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.19K+ 0.45% |
$21.5K - $24.6K
|
265K
$5.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-800- 32.6% |
$14.5K - $16.6K
|
1.65K
$35.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 6.89% |
$2.84M - $3.24M
|
2.43M
$51.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
77.1K+ 1717.95% |
$1.4M - $1.6M
|
81.5K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
9.83K+ 48.72% |
$178K - $204K
|
30K
$641K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 9.89% |
$52.2K - $59.7K
|
32K
$684K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
3.06K+ 6.9% |
$55.4K - $63.3K
|
47.4K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98+ 12.84% |
$1.78K - $2.03K
|
861
$18.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
16.4KNew |
$297K - $340K
|
16.4K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
250+ 2.24% |
$4.53K - $5.18K
|
11.4K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29.5KNew |
$534K - $610K
|
29.5K
$629K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-400- 0.95% |
$7.25K - $8.29K
|
41.6K
$889K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-11.2K- 5.47% |
$203K - $232K
|
194K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2KNew |
$203K - $232K
|
11.2K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
95.1K+ 34.76% |
$1.72M - $1.97M
|
369K
$7.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 8.19% |
$48.9K - $55.9K
|
35.6K
$761K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
106+ 2.12% |
$1.92K - $2.2K
|
5.11K
$109K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48KNew |
$44.9K - $51.4K
|
2.48K
$53K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
96+ 0.05% |
$1.74K - $1.99K
|
207K
$4.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 3.25% |
$622K - $711K
|
1.09M
$23.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10K- 49.85% |
$182K - $208K
|
10.1K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 681.82% |
$2.72K - $3.11K
|
172
$3.67K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
14.4KNew |
$261K - $299K
|
14.4K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.33K+ 60.82% |
$115K - $131K
|
16.7K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.1KNew |
$129K - $147K
|
7.1K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.19K- 10.64% |
$94K - $107K
|
43.5K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
622New |
$11.3K - $12.9K
|
622
$13.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-46.7K- 29.68% |
$846K - $967K
|
111K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-357K- 20.09% |
$6.47M - $7.4M
|
1.42M
$30.3M
|