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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4K+ 27.37% |
$56.5K - $62.6K
|
18.6K
$397K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.03K+ 14.61% |
$28.7K - $31.9K
|
16K
$340K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2K+ 9.24% |
$28.2K - $31.3K
|
23.7K
$504K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2K+ 13.33% |
$28.2K - $31.3K
|
17K
$362K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$28.2K - $31.3K
|
2K
$42.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$14.1K - $15.7K
|
1K
$21.3K
|
|
|
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
$25.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
103K+ 153.04% |
$1.45M - $1.65M
|
171K
$3.64M
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
25.4K+ 5.64% |
$357K - $407K
|
476K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2K+ 9.1% |
$28.1K - $32K
|
24K
$511K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.2KNew |
$16.9K - $19.2K
|
1.2K
$25.6K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.1K+ 5.91% |
$15.5K - $17.6K
|
19.7K
$420K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
664New |
$9.33K - $10.6K
|
664
$14.2K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
541+ 17.4% |
$7.6K - $8.66K
|
3.65K
$77.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$1.41K - $1.6K
|
100
$2.13K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
31.7KNew |
$437K - $466K
|
31.7K
$676K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.4KNew |
$364K - $388K
|
26.4K
$564K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16KNew |
$221K - $235K
|
16K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6K+ 273.73% |
$174K - $185K
|
17.2K
$367K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11.7KNew |
$161K - $172K
|
11.7K
$249K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.1KNew |
$153K - $164K
|
11.1K
$237K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.68KNew |
$78.3K - $83.4K
|
5.68K
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.39KNew |
$19.2K - $20.4K
|
1.39K
$29.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1K+ 20.0% |
$13.8K - $14.7K
|
6K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
287New |
$3.95K - $4.22K
|
287
$6.12K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
150New |
$2.07K - $2.2K
|
150
$3.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$13.8 - $14.7
|
1
$21.3
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Equinox Partners Investment Management LLC
Stamford, CT |
BUY
|
- |
132KNew |
$1.79M - $1.91M
|
132K
$2.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
72.7KNew |
$989K - $1.05M
|
72.7K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$61.2K - $65.1K
|
4.5K
$95.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
51.9KNew |
$703K - $790K
|
51.9K
$1.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
22.6KNew |
$307K - $344K
|
22.6K
$483K
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
20.3KNew |
$274K - $308K
|
20.3K
$432K
|
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
350+ 26.26% |
$4.74K - $5.32K
|
1.68K
$35.9K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$119K - $139K
|
9K
$192K
|
|
|
May 18, 2021
Q1 2021
|
Independent Family Office, LLC
|
BUY
|
- |
5.77K+ 9.21% |
$76.5K - $88.8K
|
68.4K
$1.46M
|
|
|
May 12, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.79K+ 26.5% |
$37K - $42.9K
|
13.3K
$284K
|
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
725New |
$9.61K - $11.2K
|
725
$15.5K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
65New |
$862 - $1K
|
65
$1.39K
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5New |
$66.3 - $77
|
5
$107
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$62.5K - $69.7K
|
4.5K
$95.9K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
12.4K+ 7500.0% |
$160K - $177K
|
12.5K
$267K
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
BUY
|
- |
16K+ 99.99% |
$189K - $214K
|
32K
$681K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$320K - $334K
|
27.5K
$585K
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$1.9K - $2.06K
|
200
$4.26K
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
354K+ 13.09% |
$3.32M - $3.62M
|
3.06M
$65.2M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
107KNew |
$1.01M - $1.1M
|
107K
$2.28M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.75KNew |
$88.6K - $95.9K
|
8.75K
$187K
|
|