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 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 5.4% |
$23K - $27.3K
|
22.2K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.2KNew |
$64.8K - $77K
|
3.2K
$84.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20K- 49.12% |
$405K - $481K
|
20.7K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-106K- 20.75% |
$2.15M - $2.56M
|
406K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-425- 3.37% |
$8.61K - $10.2K
|
12.2K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
10.4KNew |
$210K - $250K
|
10.4K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.5KNew |
$355K - $421K
|
17.5K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
947+ 5.67% |
$19.2K - $22.8K
|
17.6K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.6KNew |
$234K - $279K
|
11.6K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.21K+ 48.48% |
$105K - $125K
|
15.9K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-4.62K- 2.94% |
$93.6K - $111K
|
153K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-168K- 20.42% |
$3.4M - $4.04M
|
654K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 34.01% |
$790K - $938K
|
154K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.38K+ 1.77% |
$88.8K - $105K
|
252K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.5K+ 61.71% |
$436K - $518K
|
56.4K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18KNew |
$23.8K - $28.3K
|
1.18K
$30.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 2.98% |
$20.3K - $24.1K
|
32.5K
$856K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 1.0% |
$8.95K - $10.6K
|
43.7K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
85.2K+ 108.77% |
$1.73M - $2.05M
|
164K
$4.3M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.66K- 2.49% |
$74K - $88K
|
143K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
459+ 4.12% |
$9.29K - $11K
|
11.6K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.3K+ 19.45% |
$107K - $128K
|
32.6K
$857K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.18K+ 0.63% |
$186K - $221K
|
1.46M
$38.4M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
46.8K+ 80.2% |
$948K - $1.13M
|
105K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 0.53% |
$1.11K - $1.32K
|
10.5K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-3.21K- 7.17% |
$65K - $77.2K
|
41.5K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
485New |
$9.82K - $11.7K
|
485
$12.8K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.32KNew |
$169K - $200K
|
8.32K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.08% |
$506 - $602
|
30.7K
$807K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.9K+ 24.59% |
$402K - $478K
|
101K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
350+ 1.54% |
$7.09K - $8.42K
|
23.1K
$606K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
41.2KNew |
$834K - $991K
|
41.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 25.61% |
$439K - $521K
|
62.9K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.78K+ 5.04% |
$96.7K - $115K
|
99.5K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-405- 3.03% |
$8.2K - $9.74K
|
12.9K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-10.1K- 12.47% |
$206K - $244K
|
71.3K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396K+ 2489.9% |
$8.02M - $9.53M
|
412K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.6K+ 2.09% |
$478K - $568K
|
1.16M
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 6.83% |
$34.3K - $40.7K
|
26.5K
$696K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
39KNew |
$790K - $939K
|
39K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.27KNew |
$25.8K - $30.6K
|
1.27K
$33.5K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 0.4% |
$4.05K - $4.81K
|
49.5K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.46K- 1.25% |
$29.6K - $35.2K
|
115K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
19.2K+ 1.92% |
$389K - $462K
|
1.02M
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
127K+ 10.74% |
$2.57M - $3.05M
|
1.31M
$34.4M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-969- 1.55% |
$19.6K - $23.3K
|
61.4K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 2.65% |
$27.3K - $32.5K
|
52.3K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.35K+ 77.11% |
$189K - $225K
|
21.5K
$565K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6K+ 41.86% |
$357K - $424K
|
59.8K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.5KNew |
$192K - $229K
|
9.5K
$250K
|