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 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
395+ 39500.0% |
$8K - $9.5K
|
396
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.2KNew |
$247K - $294K
|
12.2K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9K+ 15.14% |
$220K - $262K
|
82.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.82KNew |
$199K - $236K
|
9.82K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30.2K+ 143.45% |
$612K - $727K
|
51.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
14.7KNew |
$298K - $354K
|
14.7K
$411K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
390+ 0.96% |
$7.9K - $9.38K
|
40.9K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.5KNew |
$435K - $517K
|
21.5K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
46KNew |
$931K - $1.11M
|
46K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
45K+ 213.91% |
$911K - $1.08M
|
66K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.1K+ 61.93% |
$610K - $724K
|
78.7K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.4K+ 20.01% |
$1.81M - $2.15M
|
536K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
39.5KNew |
$800K - $950K
|
39.5K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-914- 3.03% |
$18.5K - $22K
|
29.2K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.4K- 6.38% |
$28.4K - $33.7K
|
20.5K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
214+ 0.97% |
$4.33K - $5.15K
|
22.2K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10.6KNew |
$215K - $256K
|
10.6K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
9.3KNew |
$188K - $224K
|
9.3K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-641- 1.29% |
$13K - $15.4K
|
49.1K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$14K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20K- 49.12% |
$405K - $481K
|
20.7K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.2KNew |
$64.8K - $77K
|
3.2K
$89.4K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
459+ 4.12% |
$9.29K - $11K
|
11.6K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
85.2K+ 108.77% |
$1.73M - $2.05M
|
164K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18KNew |
$23.8K - $28.3K
|
1.18K
$32.8K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.32KNew |
$169K - $200K
|
8.32K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
485New |
$9.82K - $11.7K
|
485
$13.5K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-969- 1.55% |
$19.6K - $23.3K
|
61.4K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
19.2K+ 1.92% |
$389K - $462K
|
1.02M
$28.5M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 0.4% |
$4.05K - $4.81K
|
49.5K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.5KNew |
$192K - $229K
|
9.5K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-60- 0.41% |
$1.22K - $1.44K
|
14.4K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
8.7KNew |
$176K - $209K
|
8.7K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.6KNew |
$174K - $207K
|
8.6K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1KNew |
$20.3K - $24.1K
|
1K
$27.9K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.8K- 12.16% |
$36.5K - $43.3K
|
13K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-940- 65.28% |
$19K - $22.6K
|
500
$14K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.1K+ 47.47% |
$204K - $243K
|
31.3K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$608 - $722
|
30
$838
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
925+ 1.95% |
$18.7K - $22.3K
|
48.3K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.7K- 17.85% |
$217K - $258K
|
49.3K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.95K- 13.72% |
$59.7K - $71K
|
18.5K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$375K - $445K
|
18.5K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
940+ 7.56% |
$19K - $22.6K
|
13.4K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
16.8KNew |
$340K - $404K
|
16.8K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10KNew |
$203K - $241K
|
10K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-20.8K- 12.41% |
$421K - $501K
|
147K
$4.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
10.5KNew |
$213K - $253K
|
10.5K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$35.8K - $42.5K
|
1.77K
$49.4K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.54KNew |
$31.1K - $37K
|
1.54K
$42.9K
|