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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$780K - $859K
|
39.7K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
37.6K+ 129.65% |
$739K - $814K
|
66.6K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
25.5KNew |
$501K - $552K
|
25.5K
$652K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23.5KNew |
$461K - $508K
|
23.5K
$600K
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
19.4KNew |
$381K - $419K
|
19.4K
$495K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.7K+ 18.27% |
$348K - $384K
|
115K
$2.93M
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15.6KNew |
$307K - $339K
|
15.6K
$400K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
13KNew |
$256K - $282K
|
13K
$333K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.5KNew |
$246K - $271K
|
12.5K
$321K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.4KNew |
$244K - $268K
|
12.4K
$317K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.1K+ 90.51% |
$237K - $261K
|
25.4K
$650K
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
12KNew |
$236K - $260K
|
12K
$307K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.1KNew |
$218K - $241K
|
11.1K
$284K
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$197K - $217K
|
10K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.7K+ 86.5% |
$191K - $210K
|
20.9K
$535K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
6.42K+ 9.23% |
$126K - $139K
|
76K
$1.94M
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6KNew |
$118K - $130K
|
6K
$153K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.49KNew |
$108K - $119K
|
5.49K
$140K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.4KNew |
$86.5K - $95.3K
|
4.4K
$113K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 11.72% |
$80K - $88.1K
|
38.8K
$992K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.78KNew |
$74.2K - $81.8K
|
3.78K
$96.6K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.28K+ 32.79% |
$64.5K - $71K
|
13.3K
$340K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.25KNew |
$63.9K - $70.4K
|
3.25K
$83.1K
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.17K+ 0.72% |
$42.7K - $47K
|
305K
$7.81M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$35.4K - $39K
|
1.8K
$46K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.67K+ 6.05% |
$32.8K - $36.2K
|
29.2K
$748K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.29KNew |
$25.3K - $27.8K
|
1.29K
$32.9K
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
BUY
|
- |
1.25K+ 2.26% |
$24.6K - $27.1K
|
56.5K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.15K+ 3.0% |
$22.6K - $24.9K
|
39.5K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$25.6K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$25.6K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
720+ 187.99% |
$14.2K - $15.6K
|
1.1K
$28.2K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
612+ 0.59% |
$12K - $13.3K
|
104K
$2.67M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 11.98% |
$12K - $13.2K
|
5.7K
$146K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
441New |
$8.67K - $9.55K
|
441
$11.3K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
238+ 33.38% |
$4.68K - $5.16K
|
951
$24.3K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 15.79% |
$2.95K - $3.25K
|
1.1K
$28.1K
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
100+ 0.27% |
$1.97K - $2.17K
|
37.2K
$952K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 1.3% |
$786 - $866
|
3.11K
$79.5K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
678K+ 73.28% |
$12.3M - $14M
|
1.6M
$41M
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
85.8KNew |
$1.55M - $1.78M
|
85.8K
$2.19M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
61.8KNew |
$1.12M - $1.28M
|
61.8K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
50.9KNew |
$922K - $1.05M
|
50.9K
$1.3M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
32.8KNew |
$594K - $679K
|
32.8K
$839K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.6KNew |
$445K - $509K
|
24.6K
$628K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
16.9KNew |
$307K - $351K
|
16.9K
$433K
|
|
Mar 25, 2025
Q3 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
14.8KNew |
$269K - $307K
|
14.8K
$379K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.3KNew |
$259K - $296K
|
14.3K
$366K
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.1KNew |
$219K - $251K
|
12.1K
$310K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
12KNew |
$217K - $248K
|
12K
$307K
|