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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
15K+ 4.29% |
$262K - $283K
|
365K
$7.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$262K - $283K
|
15K
$313K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
14KNew |
$244K - $264K
|
14K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.5KNew |
$236K - $255K
|
13.5K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
12KNew |
$210K - $226K
|
12K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$205K - $221K
|
11.7K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.5KNew |
$202K - $218K
|
11.5K
$241K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
10.9KNew |
$190K - $205K
|
10.9K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.5KNew |
$184K - $198K
|
10.5K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.07% |
$175K - $189K
|
492K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.81K+ 10.7% |
$171K - $185K
|
101K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
5.46K+ 12.59% |
$95.5K - $103K
|
48.9K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.1K+ 11.16% |
$71.7K - $77.3K
|
40.8K
$851K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4K+ 13.7% |
$69.9K - $75.4K
|
33.2K
$692K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.55K+ 20.56% |
$62.1K - $67K
|
20.8K
$434K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.07KNew |
$53.6K - $57.9K
|
3.07K
$64K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.71K+ 16.42% |
$47.4K - $51.1K
|
19.2K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 24.09% |
$42.7K - $46.1K
|
12.6K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$35K - $37.7K
|
2K
$41.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.12K+ 6.85% |
$19.6K - $21.2K
|
17.5K
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
900New |
$15.7K - $17K
|
900
$18.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
736New |
$12.9K - $13.9K
|
736
$15.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
556+ 85.54% |
$9.72K - $10.5K
|
1.21K
$25.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
525+ 52.5% |
$9.18K - $9.9K
|
1.53K
$31.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
280+ 271.84% |
$4.89K - $5.28K
|
383
$7.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$3.5K - $3.77K
|
200
$4.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
100+ 0.1% |
$1.75K - $1.89K
|
104K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95+ 155.74% |
$1.66K - $1.79K
|
156
$3.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66New |
$1.15K - $1.24K
|
66
$1.38K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50New |
$874 - $943
|
50
$1.04K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$35 - $37.7
|
2
$41.7
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.67M+ 478.57% |
$25.7M - $29M
|
2.02M
$42.2M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
502K+ 1039.77% |
$7.71M - $8.68M
|
550K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
441KNew |
$6.77M - $7.62M
|
441K
$9.18M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
303KNew |
$4.65M - $5.24M
|
303K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.8K+ 192.45% |
$949K - $1.07M
|
93.9K
$1.96M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
53.5KNew |
$822K - $926K
|
53.5K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$250K - $281K
|
16.2K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15KNew |
$230K - $260K
|
15K
$313K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13.5KNew |
$207K - $234K
|
13.5K
$281K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.3KNew |
$204K - $230K
|
13.3K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.1KNew |
$155K - $175K
|
10.1K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
4.91K+ 34.7% |
$75.4K - $85K
|
19.1K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.5K+ 11.14% |
$53.8K - $60.6K
|
34.9K
$728K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.32K+ 567.69% |
$51K - $57.5K
|
3.91K
$81.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
3KNew |
$46.1K - $51.9K
|
3K
$62.5K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.44K+ 5.48% |
$37.4K - $42.1K
|
46.8K
$976K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.26KNew |
$19.4K - $21.9K
|
1.26K
$26.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$15.4K - $17.3K
|
1K
$20.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
800New |
$12.3K - $13.8K
|
800
$16.7K
|
|