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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$197K - $225K
|
10.9K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
10.3KNew |
$186K - $212K
|
10.3K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.2KNew |
$185K - $211K
|
10.2K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10KNew |
$181K - $207K
|
10K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.72K+ 11.86% |
$176K - $201K
|
91.7K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.1KNew |
$129K - $147K
|
7.1K
$182K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.5KNew |
$118K - $135K
|
6.5K
$166K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.33K+ 60.82% |
$115K - $131K
|
16.7K
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$94.3K - $108K
|
5.21K
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3.79K+ 749.01% |
$68.7K - $78.5K
|
4.3K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.5K+ 14.85% |
$45.3K - $51.8K
|
19.3K
$495K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48KNew |
$44.9K - $51.4K
|
2.48K
$63.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.4KNew |
$25.4K - $29K
|
1.4K
$35.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.4KNew |
$25.4K - $29K
|
1.4K
$35.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 11.21% |
$23.6K - $26.9K
|
12.9K
$330K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.09KNew |
$19.8K - $22.6K
|
1.09K
$27.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
950New |
$17.2K - $19.7K
|
950
$24.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
805New |
$14.6K - $16.7K
|
805
$20.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
703+ 3.11% |
$12.7K - $14.6K
|
23.3K
$597K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
700+ 1.63% |
$12.7K - $14.5K
|
43.7K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
622New |
$11.3K - $12.9K
|
622
$15.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
550+ 1.35% |
$9.97K - $11.4K
|
41.2K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
167New |
$3.03K - $3.46K
|
167
$4.27K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 681.82% |
$2.72K - $3.11K
|
172
$4.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$2.27K - $2.59K
|
125
$3.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$1.81K - $2.07K
|
100
$2.56K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63+ 0.46% |
$1.14K - $1.31K
|
13.7K
$351K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50.9KNew |
$890K - $961K
|
50.9K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.8KNew |
$643K - $694K
|
36.8K
$941K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25.2KNew |
$440K - $474K
|
25.2K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
23.9KNew |
$417K - $450K
|
23.9K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$388K - $419K
|
22.2K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.4KNew |
$357K - $385K
|
20.4K
$522K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.2K+ 17.31% |
$336K - $363K
|
130K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.5KNew |
$236K - $255K
|
13.5K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
12KNew |
$210K - $226K
|
12K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.5KNew |
$202K - $218K
|
11.5K
$295K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
10.9KNew |
$190K - $205K
|
10.9K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.5KNew |
$184K - $198K
|
10.5K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.55K+ 20.56% |
$62.1K - $67K
|
20.8K
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$35K - $37.7K
|
2K
$51.2K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$18.6K - $20.1K
|
1.06K
$27.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
900New |
$15.7K - $17K
|
900
$23K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
736New |
$12.9K - $13.9K
|
736
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
556+ 85.54% |
$9.72K - $10.5K
|
1.21K
$30.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
525+ 52.5% |
$9.18K - $9.9K
|
1.53K
$39K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95+ 155.74% |
$1.66K - $1.79K
|
156
$3.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66New |
$1.15K - $1.24K
|
66
$1.69K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$35 - $37.7
|
2
$51.2
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.67M+ 478.57% |
$25.7M - $29M
|
2.02M
$51.8M
|
|