Latest Institutional Purchases of Sprott Physical Gold Trust (PHYS)
This list provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.5KNew |
$131K - $149K
|
10.5K
$269K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$83.4K - $94.4K
|
6.66K
$170K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.8K+ 26.88% |
$47.6K - $53.8K
|
17.9K
$459K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
535New |
$6.7K - $7.58K
|
535
$13.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
360+ 0.05% |
$4.51K - $5.1K
|
742K
$19M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
154+ 0.64% |
$1.93K - $2.18K
|
24.1K
$617K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
50.7KNew |
$716K - $794K
|
50.7K
$1.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
41KNew |
$579K - $642K
|
41K
$1.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.5K+ 28.19% |
$488K - $541K
|
157K
$4.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
24.7KNew |
$349K - $387K
|
24.7K
$632K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$211K - $234K
|
14.9K
$382K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$160K - $177K
|
11.3K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.2KNew |
$158K - $175K
|
11.2K
$286K
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
10.7KNew |
$151K - $168K
|
10.7K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.69KNew |
$66.2K - $73.4K
|
4.69K
$120K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4K+ 27.37% |
$56.5K - $62.6K
|
18.6K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2K+ 9.24% |
$28.2K - $31.3K
|
23.7K
$605K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2K+ 13.33% |
$28.2K - $31.3K
|
17K
$435K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$28.2K - $31.3K
|
2K
$51.2K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Monaco Asset Management Sam
|
BUY
|
- |
1.2MNew |
$16.8M - $19.1M
|
1.2M
$30.6M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2K+ 9.1% |
$28.1K - $32K
|
24K
$613K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.2KNew |
$16.9K - $19.2K
|
1.2K
$30.7K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.1K+ 5.91% |
$15.5K - $17.6K
|
19.7K
$504K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
664New |
$9.33K - $10.6K
|
664
$17K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
541+ 17.4% |
$7.6K - $8.66K
|
3.65K
$93.4K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.4KNew |
$364K - $388K
|
26.4K
$676K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16KNew |
$221K - $235K
|
16K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6K+ 273.73% |
$174K - $185K
|
17.2K
$440K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11.7KNew |
$161K - $172K
|
11.7K
$299K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.68KNew |
$78.3K - $83.4K
|
5.68K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.39KNew |
$19.2K - $20.4K
|
1.39K
$35.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1K+ 20.0% |
$13.8K - $14.7K
|
6K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
287New |
$3.95K - $4.22K
|
287
$7.34K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
150New |
$2.07K - $2.2K
|
150
$3.84K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Equinox Partners Investment Management LLC
Stamford, CT |
BUY
|
- |
132KNew |
$1.79M - $1.91M
|
132K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
72.7KNew |
$989K - $1.05M
|
72.7K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$61.2K - $65.1K
|
4.5K
$115K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
51.9KNew |
$703K - $790K
|
51.9K
$1.33M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
22.6KNew |
$307K - $344K
|
22.6K
$579K
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
20.3KNew |
$274K - $308K
|
20.3K
$518K
|
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
350+ 26.26% |
$4.74K - $5.32K
|
1.68K
$43.1K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$119K - $139K
|
9K
$230K
|
|
|
May 18, 2021
Q1 2021
|
Independent Family Office, LLC
|
BUY
|
- |
5.77K+ 9.21% |
$76.5K - $88.8K
|
68.4K
$1.75M
|
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
725New |
$9.61K - $11.2K
|
725
$18.5K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
65New |
$862 - $1K
|
65
$1.66K
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5New |
$66.3 - $77
|
5
$128
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$62.5K - $69.7K
|
4.5K
$115K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
12.4K+ 7500.0% |
$160K - $177K
|
12.5K
$321K
|
|