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 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$12.6K - $14.1K
|
1K
$20.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
842New |
$10.6K - $11.9K
|
842
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
529New |
$6.64K - $7.46K
|
529
$11K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
216New |
$2.71K - $3.05K
|
216
$4.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
160KNew |
$2.01M - $2.27M
|
160K
$3.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
40.8KNew |
$511K - $579K
|
40.8K
$851K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
32KNew |
$400K - $453K
|
32K
$666K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27KNew |
$338K - $382K
|
27K
$562K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
18.1KNew |
$226K - $256K
|
18.1K
$376K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
17.9KNew |
$224K - $253K
|
17.9K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16.7K+ 14.17% |
$208K - $236K
|
134K
$2.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.5KNew |
$131K - $149K
|
10.5K
$219K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$83.4K - $94.4K
|
6.66K
$139K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.13KNew |
$64.2K - $72.6K
|
5.13K
$107K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.8K+ 26.88% |
$47.6K - $53.8K
|
17.9K
$374K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
535New |
$6.7K - $7.58K
|
535
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
360+ 0.05% |
$4.51K - $5.1K
|
742K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
154+ 0.64% |
$1.93K - $2.18K
|
24.1K
$503K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
50.7KNew |
$716K - $794K
|
50.7K
$1.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
41KNew |
$579K - $642K
|
41K
$854K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.5K+ 28.19% |
$488K - $541K
|
157K
$3.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
24.7KNew |
$349K - $387K
|
24.7K
$515K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$211K - $234K
|
14.9K
$311K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$160K - $177K
|
11.3K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.2KNew |
$158K - $175K
|
11.2K
$233K
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
10.7KNew |
$151K - $168K
|
10.7K
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.69KNew |
$66.2K - $73.4K
|
4.69K
$97.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4K+ 27.37% |
$56.5K - $62.6K
|
18.6K
$388K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.03K+ 14.61% |
$28.7K - $31.9K
|
16K
$333K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2K+ 9.24% |
$28.2K - $31.3K
|
23.7K
$493K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2K+ 13.33% |
$28.2K - $31.3K
|
17K
$354K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$28.2K - $31.3K
|
2K
$41.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$14.1K - $15.7K
|
1K
$20.8K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Monaco Asset Management Sam
|
BUY
|
- |
1.2MNew |
$16.8M - $19.1M
|
1.2M
$24.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
103K+ 153.04% |
$1.45M - $1.65M
|
171K
$3.56M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2K+ 9.1% |
$28.1K - $32K
|
24K
$500K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.2KNew |
$16.9K - $19.2K
|
1.2K
$25K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.1K+ 5.91% |
$15.5K - $17.6K
|
19.7K
$411K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
664New |
$9.33K - $10.6K
|
664
$13.8K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
541+ 17.4% |
$7.6K - $8.66K
|
3.65K
$76.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$1.41K - $1.6K
|
100
$2.08K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
31.7KNew |
$437K - $466K
|
31.7K
$661K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.4KNew |
$364K - $388K
|
26.4K
$551K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16KNew |
$221K - $235K
|
16K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6K+ 273.73% |
$174K - $185K
|
17.2K
$359K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11.7KNew |
$161K - $172K
|
11.7K
$244K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.1KNew |
$153K - $164K
|
11.1K
$232K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.68KNew |
$78.3K - $83.4K
|
5.68K
$118K
|
|