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 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$14K - $15.6K
|
1K
$21.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$14K - $15.6K
|
1K
$21.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
325+ 2.71% |
$4.54K - $5.07K
|
12.3K
$262K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$4.19K - $4.68K
|
300
$6.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$2.18K - $2.43K
|
156
$3.33K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
100+ 0.61% |
$1.4K - $1.56K
|
16.6K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
100+ 0.47% |
$1.4K - $1.56K
|
21.6K
$461K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 5.0% |
$349 - $390
|
525
$11.2K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
214KNew |
$2.69M - $3.02M
|
214K
$4.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
209KNew |
$2.63M - $2.95M
|
209K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
45.4KNew |
$570K - $639K
|
45.4K
$967K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
39.4KNew |
$495K - $556K
|
39.4K
$840K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
27KNew |
$339K - $380K
|
27K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
18.6KNew |
$234K - $262K
|
18.6K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.9KNew |
$225K - $252K
|
17.9K
$381K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
17.7KNew |
$222K - $249K
|
17.7K
$377K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.5KNew |
$182K - $204K
|
14.5K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.3KNew |
$155K - $174K
|
12.3K
$263K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
11.7KNew |
$147K - $165K
|
11.7K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.7KNew |
$146K - $164K
|
11.7K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
11.6KNew |
$146K - $164K
|
11.6K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5KNew |
$62.8K - $70.5K
|
5K
$107K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.6KNew |
$20.1K - $22.6K
|
1.6K
$34.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$12.6K - $14.1K
|
1K
$21.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
842New |
$10.6K - $11.9K
|
842
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
529New |
$6.64K - $7.46K
|
529
$11.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
216New |
$2.71K - $3.05K
|
216
$4.61K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
160KNew |
$2.01M - $2.27M
|
160K
$3.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
40.8KNew |
$511K - $579K
|
40.8K
$871K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
32KNew |
$400K - $453K
|
32K
$681K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27KNew |
$338K - $382K
|
27K
$575K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
18.1KNew |
$226K - $256K
|
18.1K
$385K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
17.9KNew |
$224K - $253K
|
17.9K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16.7K+ 14.17% |
$208K - $236K
|
134K
$2.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.5KNew |
$131K - $149K
|
10.5K
$224K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$83.4K - $94.4K
|
6.66K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.13KNew |
$64.2K - $72.6K
|
5.13K
$109K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.8K+ 26.88% |
$47.6K - $53.8K
|
17.9K
$382K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
535New |
$6.7K - $7.58K
|
535
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
360+ 0.05% |
$4.51K - $5.1K
|
742K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
154+ 0.64% |
$1.93K - $2.18K
|
24.1K
$515K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
50.7KNew |
$716K - $794K
|
50.7K
$1.08M
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
41KNew |
$579K - $642K
|
41K
$874K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.5K+ 28.19% |
$488K - $541K
|
157K
$3.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
24.7KNew |
$349K - $387K
|
24.7K
$527K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$211K - $234K
|
14.9K
$318K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$160K - $177K
|
11.3K
$241K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.2KNew |
$158K - $175K
|
11.2K
$238K
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
10.7KNew |
$151K - $168K
|
10.7K
$228K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.69KNew |
$66.2K - $73.4K
|
4.69K
$99.9K
|
|