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 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 1.04% |
$4.56K - $5.26K
|
19.4K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.28KNew |
$189K - $218K
|
8.28K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 0.24% |
$4.56K - $5.26K
|
84.8K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
250New |
$5.71K - $6.57K
|
250
$6.98K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14KNew |
$319K - $368K
|
14K
$391K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
5.45K+ 7.27% |
$124K - $143K
|
80.4K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1K+ 9.09% |
$22.8K - $26.3K
|
12K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4K+ 51.28% |
$91.2K - $105K
|
11.8K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
257K+ 502.59% |
$5.86M - $6.76M
|
308K
$8.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206K+ 117.67% |
$4.69M - $5.41M
|
381K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21K- 35.91% |
$479K - $552K
|
37.5K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
294+ 0.62% |
$6.71K - $7.73K
|
47.4K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.74K- 0.83% |
$222K - $256K
|
1.16M
$32.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-6.11K- 31.53% |
$139K - $161K
|
13.3K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
65KNew |
$1.48M - $1.71M
|
65K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10.4K- 6.59% |
$237K - $273K
|
147K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.98K- 6.06% |
$68K - $78.3K
|
46.2K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.7K+ 5.25% |
$244K - $281K
|
214K
$5.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.99K- 15.8% |
$68.3K - $78.7K
|
15.9K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.08K- 26.41% |
$139K - $160K
|
16.9K
$473K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.4K- 4.56% |
$100K - $116K
|
92.1K
$2.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-415- 41.5% |
$9.47K - $10.9K
|
585
$16.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
383New |
$8.74K - $10.1K
|
383
$10.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-13.5K- 17.2% |
$308K - $355K
|
65K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
395New |
$9.01K - $10.4K
|
395
$11K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
925+ 7.48% |
$21.1K - $24.3K
|
13.3K
$371K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-614K- 98.15% |
$14M - $16.1M
|
11.5K
$322K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-500- 6.68% |
$11.4K - $13.1K
|
6.99K
$195K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-9.84K- 28.48% |
$225K - $259K
|
24.7K
$690K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.5K+ 1.56% |
$79.8K - $92K
|
227K
$6.34M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
8.94K+ 17.68% |
$181K - $215K
|
59.5K
$1.66M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.24K+ 20.26% |
$65.6K - $78K
|
19.2K
$537K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
284New |
$5.75K - $6.83K
|
284
$7.93K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
63.4KNew |
$1.28M - $1.53M
|
63.4K
$1.77M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 87.32% |
$34K - $40.4K
|
244
$6.81K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
9.12KNew |
$185K - $219K
|
9.12K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Amitell Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-47K- 13.72% |
$953K - $1.13M
|
296K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1K- 6.03% |
$20.3K - $24.1K
|
15.6K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.03% |
$203K - $241K
|
502K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-355- 0.96% |
$7.19K - $8.54K
|
36.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.11K+ 10.92% |
$42.8K - $50.9K
|
21.5K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
115K+ 30.48% |
$2.32M - $2.76M
|
491K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.14KNew |
$23K - $27.3K
|
1.14K
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.21% |
$22K - $26.2K
|
88.9K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
116KNew |
$2.35M - $2.79M
|
116K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.13K- 11.23% |
$43.2K - $51.3K
|
16.9K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.2K+ 53.74% |
$207K - $246K
|
29.2K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.9KNew |
$303K - $359K
|
14.9K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
70.3KNew |
$1.42M - $1.69M
|
70.3K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
27KNew |
$546K - $649K
|
27K
$753K
|
|