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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
800New |
$12.3K - $13.8K
|
800
$16.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
780+ 5.3% |
$12K - $13.5K
|
15.5K
$314K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
600+ 2.22% |
$9.22K - $10.4K
|
27.6K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
560New |
$8.6K - $9.69K
|
560
$11.3K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
475New |
$7.3K - $8.22K
|
475
$9.62K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$5.31K - $5.99K
|
346
$7.01K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300+ 1.13% |
$4.61K - $5.19K
|
26.8K
$544K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
271+ 0.55% |
$4.16K - $4.69K
|
49.5K
$1M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
204New |
$3.13K - $3.53K
|
204
$4.13K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
58New |
$891 - $1K
|
58
$1.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
42+ 0.37% |
$645 - $727
|
11.4K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36New |
$553 - $623
|
36
$729
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
84.4K+ 211.0% |
$1.19M - $1.36M
|
124K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
60.3KNew |
$849K - $973K
|
60.3K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
49.6KNew |
$698K - $800K
|
49.6K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
42.2KNew |
$594K - $680K
|
42.2K
$855K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.1KNew |
$438K - $502K
|
31.1K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.4KNew |
$400K - $458K
|
28.4K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24.7KNew |
$348K - $398K
|
24.7K
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
17.2KNew |
$242K - $277K
|
17.2K
$348K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.2KNew |
$200K - $228K
|
14.2K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13KNew |
$183K - $210K
|
13K
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1KNew |
$157K - $180K
|
11.1K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.3KNew |
$145K - $166K
|
10.3K
$209K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.9KNew |
$40.9K - $46.8K
|
2.9K
$58.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.7K+ 9.66% |
$38K - $43.5K
|
30.6K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.14KNew |
$30.1K - $34.4K
|
2.14K
$43.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
530New |
$7.46K - $8.54K
|
530
$10.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
315New |
$4.44K - $5.08K
|
315
$6.38K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$4.22K - $4.84K
|
300
$6.08K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
300New |
$4.22K - $4.84K
|
300
$6.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
100New |
$1.41K - $1.61K
|
100
$2.03K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
90+ 1.8% |
$1.27K - $1.45K
|
5.09K
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
60+ 0.15% |
$845 - $967
|
41.1K
$832K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
122KNew |
$1.75M - $1.88M
|
122K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
66.6KNew |
$954K - $1.03M
|
66.6K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.6KNew |
$481K - $518K
|
33.6K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
24.7KNew |
$353K - $380K
|
24.7K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.1K+ 68.96% |
$173K - $186K
|
29.6K
$599K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
11.4KNew |
$163K - $176K
|
11.4K
$230K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10KNew |
$143K - $154K
|
10K
$203K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
9.62K+ 44.85% |
$138K - $148K
|
31.1K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.35KNew |
$48K - $51.7K
|
3.35K
$67.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1K+ 4.55% |
$14.3K - $15.4K
|
23K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
500New |
$7.16K - $7.72K
|
500
$10.1K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
66New |
$945 - $1.02K
|
66
$1.34K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
70.3KNew |
$1.04M - $1.13M
|
70.3K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
63.5K+ 31.59% |
$939K - $1.02M
|
265K
$5.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
45.9K+ 15.45% |
$678K - $735K
|
343K
$6.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21.5KNew |
$318K - $344K
|
21.5K
$435K
|
|