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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 14.38% |
$37.1K - $44.1K
|
14.6K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.7K- 17.85% |
$217K - $258K
|
49.3K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.18K+ 1.58% |
$44.1K - $52.4K
|
140K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.21K+ 68.05% |
$126K - $149K
|
15.3K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4K+ 55.41% |
$494K - $587K
|
68.4K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
925+ 1.95% |
$18.7K - $22.3K
|
48.3K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3K+ 0.55% |
$60.8K - $72.2K
|
553K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.35K+ 38.77% |
$88.1K - $105K
|
15.6K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$608 - $722
|
30
$781
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.95K- 13.72% |
$59.7K - $71K
|
18.5K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.3KNew |
$1.97M - $2.34M
|
97.3K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65K+ 26.21% |
$1.32M - $1.57M
|
313K
$8.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.25K+ 5.3% |
$167K - $198K
|
164K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.77K- 0.85% |
$35.7K - $42.5K
|
205K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-817- 5.6% |
$16.5K - $19.7K
|
13.8K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-131K- 7.21% |
$2.65M - $3.15M
|
1.68M
$43.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$375K - $445K
|
18.5K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
940+ 7.56% |
$19K - $22.6K
|
13.4K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
16.8KNew |
$340K - $404K
|
16.8K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10KNew |
$203K - $241K
|
10K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
29.8K+ 0.71% |
$603K - $716K
|
4.23M
$110M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
10.5KNew |
$213K - $253K
|
10.5K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-20.8K- 12.41% |
$421K - $501K
|
147K
$3.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-384- 0.67% |
$7.78K - $9.24K
|
57K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-8.58K- 1.39% |
$174K - $206K
|
606K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-326- 0.35% |
$6.6K - $7.84K
|
93.7K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-700- 1.93% |
$14.2K - $16.8K
|
35.5K
$924K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$35.8K - $42.5K
|
1.77K
$46K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.08K- 13.8% |
$42.1K - $50K
|
13K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.54KNew |
$31.1K - $37K
|
1.54K
$40K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7KNew |
$216K - $256K
|
10.7K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.17K- 1.29% |
$23.6K - $28K
|
89.1K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-8.16K- 22.38% |
$165K - $196K
|
28.3K
$736K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.4KNew |
$230K - $273K
|
11.4K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.7K+ 25.92% |
$216K - $256K
|
51.8K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75KNew |
$35.5K - $42.2K
|
1.75K
$45.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51+ 0.38% |
$1.03K - $1.23K
|
13.6K
$353K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.84K+ 550.62% |
$179K - $213K
|
10.4K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-735- 3.23% |
$14.9K - $17.7K
|
22K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.92KNew |
$181K - $214K
|
8.92K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-17.6K- 8.03% |
$357K - $425K
|
202K
$5.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.3K- 5.28% |
$290K - $345K
|
257K
$6.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
102KNew |
$2.06M - $2.44M
|
102K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-36.5K- 7.35% |
$738K - $877K
|
460K
$12M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
236KNew |
$4.78M - $5.68M
|
236K
$6.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.98K+ 33.14% |
$40K - $47.5K
|
7.94K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
180KNew |
$3.65M - $4.34M
|
180K
$4.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9KNew |
$182K - $217K
|
9K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19+ 0.14% |
$385 - $457
|
13.2K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
655New |
$13.3K - $15.8K
|
655
$17K
|