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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.11K+ 10.92% |
$42.8K - $50.9K
|
21.5K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.98K+ 33.14% |
$40K - $47.5K
|
7.94K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 14.38% |
$37.1K - $44.1K
|
14.6K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$35.8K - $42.5K
|
1.77K
$45.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75KNew |
$35.5K - $42.2K
|
1.75K
$44.9K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 6.83% |
$34.3K - $40.7K
|
26.5K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$33.2K - $39.5K
|
1.64K
$42K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.59K+ 3.39% |
$32.2K - $38.2K
|
48.4K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.54KNew |
$31.1K - $37K
|
1.54K
$39.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 2.65% |
$27.3K - $32.5K
|
52.3K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.27KNew |
$25.8K - $30.6K
|
1.27K
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18KNew |
$23.8K - $28.3K
|
1.18K
$30.1K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.14KNew |
$23K - $27.3K
|
1.14K
$29K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 5.4% |
$23K - $27.3K
|
22.2K
$567K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.12K+ 4.91% |
$22.6K - $26.9K
|
23.9K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1KNew |
$20.3K - $24.1K
|
1K
$25.6K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
947+ 5.67% |
$19.2K - $22.8K
|
17.6K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
940+ 7.56% |
$19K - $22.6K
|
13.4K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
925+ 1.95% |
$18.7K - $22.3K
|
48.3K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 162.86% |
$18.5K - $21.9K
|
1.47K
$37.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
850New |
$17.2K - $20.5K
|
850
$21.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
655New |
$13.3K - $15.8K
|
655
$16.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 4.2% |
$10.8K - $12.9K
|
13.3K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
498+ 1.61% |
$10.1K - $12K
|
31.4K
$803K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
485New |
$9.82K - $11.7K
|
485
$12.4K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
459+ 4.12% |
$9.29K - $11K
|
11.6K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
425+ 0.67% |
$8.61K - $10.2K
|
64K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
395+ 39500.0% |
$8K - $9.5K
|
396
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
390+ 0.96% |
$7.9K - $9.38K
|
40.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
370New |
$7.49K - $8.9K
|
370
$9.46K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
350+ 0.75% |
$7.09K - $8.42K
|
47.2K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
350+ 1.54% |
$7.09K - $8.42K
|
23.1K
$590K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
284New |
$5.75K - $6.83K
|
284
$7.26K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
230+ 0.24% |
$4.66K - $5.53K
|
98K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
214+ 0.97% |
$4.33K - $5.15K
|
22.2K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
186+ 9.3% |
$3.77K - $4.48K
|
2.19K
$55.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186+ 2.89% |
$3.77K - $4.48K
|
6.61K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
159+ 0.38% |
$3.22K - $3.83K
|
41.9K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
81+ 0.44% |
$1.64K - $1.95K
|
18.3K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 0.53% |
$1.11K - $1.32K
|
10.5K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51+ 0.38% |
$1.03K - $1.23K
|
13.6K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36+ 0.11% |
$729 - $866
|
32.5K
$833K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$608 - $722
|
30
$767
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.08% |
$506 - $602
|
30.7K
$785K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19+ 0.14% |
$385 - $457
|
13.2K
$339K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10+ 0.01% |
$203 - $241
|
78.2K
$2M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
114KNew |
$2.24M - $2.47M
|
114K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
103KNew |
$2.02M - $2.22M
|
103K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75KNew |
$1.47M - $1.62M
|
75K
$1.92M
|
|