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 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21.5KNew |
$318K - $344K
|
21.5K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
20K+ 25.0% |
$296K - $320K
|
100K
$2.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
20KNew |
$296K - $320K
|
20K
$405K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
12.5KNew |
$185K - $200K
|
12.5K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.37K+ 47.33% |
$49.8K - $54K
|
10.5K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.15K+ 2.6% |
$31.8K - $34.4K
|
84.9K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2K+ 15.03% |
$29.6K - $32K
|
15.3K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.97KNew |
$29K - $31.5K
|
1.97K
$39.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 12.68% |
$19K - $20.6K
|
11.4K
$232K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
536+ 4.95% |
$7.92K - $8.59K
|
11.4K
$230K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
500+ 4.51% |
$7.39K - $8.01K
|
11.6K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
300+ 2.59% |
$4.43K - $4.81K
|
11.9K
$241K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
127+ 2.44% |
$1.88K - $2.03K
|
5.33K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$1.48K - $1.6K
|
100
$2.03K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
24New |
$355 - $384
|
24
$486
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
214KNew |
$2.99M - $3.34M
|
214K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
132KNew |
$1.85M - $2.07M
|
132K
$2.68M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
50.5KNew |
$705K - $787K
|
50.5K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
21.5KNew |
$300K - $335K
|
21.5K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
17KNew |
$237K - $265K
|
17K
$344K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.3KNew |
$200K - $224K
|
14.3K
$290K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
13.8KNew |
$193K - $216K
|
13.8K
$281K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
13.5K+ 84.32% |
$188K - $211K
|
29.5K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12.5KNew |
$174K - $194K
|
12.5K
$252K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10.4KNew |
$145K - $162K
|
10.4K
$210K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.23KNew |
$73K - $81.5K
|
5.23K
$106K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.49K+ 116233.33% |
$48.7K - $54.4K
|
3.49K
$70.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.5K+ 10.93% |
$20.9K - $23.4K
|
15.2K
$308K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$14K - $15.6K
|
1K
$20.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$14K - $15.6K
|
1K
$20.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
325+ 2.71% |
$4.54K - $5.07K
|
12.3K
$249K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$4.19K - $4.68K
|
300
$6.08K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$2.18K - $2.43K
|
156
$3.16K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
100+ 0.61% |
$1.4K - $1.56K
|
16.6K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
100+ 0.47% |
$1.4K - $1.56K
|
21.6K
$438K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 5.0% |
$349 - $390
|
525
$10.6K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
214KNew |
$2.69M - $3.02M
|
214K
$4.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
209KNew |
$2.63M - $2.95M
|
209K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
45.4KNew |
$570K - $639K
|
45.4K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
39.4KNew |
$495K - $556K
|
39.4K
$798K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
27KNew |
$339K - $380K
|
27K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
18.6KNew |
$234K - $262K
|
18.6K
$377K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.9KNew |
$225K - $252K
|
17.9K
$362K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
17.7KNew |
$222K - $249K
|
17.7K
$358K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.5KNew |
$182K - $204K
|
14.5K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.3KNew |
$155K - $174K
|
12.3K
$250K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
11.7KNew |
$147K - $165K
|
11.7K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
11.6KNew |
$146K - $164K
|
11.6K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5KNew |
$62.8K - $70.5K
|
5K
$101K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.6KNew |
$20.1K - $22.6K
|
1.6K
$32.4K
|
|