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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-35.6K- 76.26% |
$720K - $856K
|
11.1K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
111KNew |
$2.25M - $2.67M
|
111K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.6K+ 12.09% |
$276K - $328K
|
126K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 40.0% |
$20.3K - $24.1K
|
1.5K
$39K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.82KNew |
$199K - $236K
|
9.82K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 4.2% |
$10.8K - $12.9K
|
13.3K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
9.9K+ 28.33% |
$201K - $238K
|
44.9K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5.44K- 18.13% |
$110K - $131K
|
24.6K
$639K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.12K+ 1.19% |
$63.2K - $75.1K
|
266K
$6.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.9KNew |
$241K - $287K
|
11.9K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-621- 3.4% |
$12.6K - $14.9K
|
17.7K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$33.2K - $39.5K
|
1.64K
$42.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.1K+ 2.87% |
$1.34M - $1.59M
|
2.37M
$61.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.3K+ 2.65% |
$87K - $103K
|
167K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 162.86% |
$18.5K - $21.9K
|
1.47K
$38.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-17.8K- 43.56% |
$361K - $429K
|
23.1K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
98.8K+ 667.28% |
$2M - $2.38M
|
114K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.33K- 4.48% |
$26.8K - $31.9K
|
28.2K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
850New |
$17.2K - $20.5K
|
850
$22.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-204K- 4.21% |
$4.14M - $4.91M
|
4.64M
$121M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.75KNew |
$177K - $210K
|
8.75K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.3K+ 16.41% |
$289K - $343K
|
101K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.54K- 0.23% |
$31.2K - $37.1K
|
665K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.22KNew |
$166K - $198K
|
8.22K
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.94KNew |
$181K - $215K
|
8.94K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20KNew |
$405K - $481K
|
20K
$520K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48K+ 369.99% |
$972K - $1.15M
|
61K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
89.2KNew |
$1.81M - $2.15M
|
89.2K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
57K+ 20.43% |
$1.15M - $1.37M
|
336K
$8.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.04K- 9.14% |
$21.1K - $25.1K
|
10.4K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
418K+ 338.87% |
$8.47M - $10.1M
|
542K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-213K- 11.12% |
$4.3M - $5.11M
|
1.7M
$44.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.23K+ 14.54% |
$106K - $126K
|
41.2K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-1.92M- 94.64% |
$38.8M - $46.1M
|
109K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56.9KNew |
$1.15M - $1.37M
|
56.9K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-125- 0.23% |
$2.53K - $3.01K
|
54K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36+ 0.11% |
$729 - $866
|
32.5K
$847K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$203K - $241K
|
10K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 19.31% |
$63.9K - $75.9K
|
13.2K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 0.16% |
$1.42K - $1.68K
|
42.8K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
8.91KNew |
$180K - $214K
|
8.91K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
81+ 0.44% |
$1.64K - $1.95K
|
18.3K
$477K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.22K+ 111150.0% |
$45K - $53.5K
|
2.23K
$57.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.83K+ 20.49% |
$118K - $140K
|
34.3K
$892K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.12K+ 4.91% |
$22.6K - $26.9K
|
23.9K
$622K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-266K- 21.95% |
$5.22M - $5.75M
|
944K
$24.6M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
6.42K+ 9.23% |
$126K - $139K
|
76K
$1.98M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
19.4KNew |
$381K - $419K
|
19.4K
$504K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15.6KNew |
$307K - $339K
|
15.6K
$407K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
238+ 33.38% |
$4.68K - $5.16K
|
951
$24.7K
|
|