Latest Institutional Sells of Sprott Physical Gold Trust (PHYS)
This list provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.98K- 0.61% |
$40.1K - $47.7K
|
322K
$8.24M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.8K- 12.16% |
$36.5K - $43.3K
|
13K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.77K- 0.85% |
$35.7K - $42.5K
|
205K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 14.88% |
$34.4K - $40.9K
|
9.73K
$249K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 87.32% |
$34K - $40.4K
|
244
$6.24K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.66K- 1.83% |
$33.5K - $39.8K
|
88.8K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.54K- 0.23% |
$31.2K - $37.1K
|
665K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 8.03% |
$30.4K - $36.1K
|
17.2K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.46K- 1.25% |
$29.6K - $35.2K
|
115K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.4K- 6.38% |
$28.4K - $33.7K
|
20.5K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.33K- 4.48% |
$26.8K - $31.9K
|
28.2K
$722K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.17K- 1.29% |
$23.6K - $28K
|
89.1K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.21% |
$22K - $26.2K
|
88.9K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.04K- 9.14% |
$21.1K - $25.1K
|
10.4K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1K- 6.03% |
$20.3K - $24.1K
|
15.6K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 2.98% |
$20.3K - $24.1K
|
32.5K
$832K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 40.0% |
$20.3K - $24.1K
|
1.5K
$38.4K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-969- 1.55% |
$19.6K - $23.3K
|
61.4K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-940- 65.28% |
$19K - $22.6K
|
500
$12.8K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-914- 3.03% |
$18.5K - $22K
|
29.2K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-850- 0.62% |
$17.2K - $20.5K
|
136K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-832- 0.28% |
$16.8K - $20K
|
299K
$7.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-817- 5.6% |
$16.5K - $19.7K
|
13.8K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-735- 3.23% |
$14.9K - $17.7K
|
22K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-700- 1.43% |
$14.2K - $16.8K
|
48.2K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-700- 1.93% |
$14.2K - $16.8K
|
35.5K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-641- 1.29% |
$13K - $15.4K
|
49.1K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-633- 1.79% |
$12.8K - $15.2K
|
34.7K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-621- 3.4% |
$12.6K - $14.9K
|
17.7K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-508- 3.92% |
$10.3K - $12.2K
|
12.5K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 1.0% |
$8.95K - $10.6K
|
43.7K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-425- 3.37% |
$8.61K - $10.2K
|
12.2K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-423- 0.75% |
$8.57K - $10.2K
|
55.7K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-405- 3.03% |
$8.2K - $9.74K
|
12.9K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-384- 0.67% |
$7.78K - $9.24K
|
57K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-357- 0.27% |
$7.23K - $8.59K
|
131K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-355- 0.96% |
$7.19K - $8.54K
|
36.6K
$936K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-326- 0.35% |
$6.6K - $7.84K
|
93.7K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-310- 0.52% |
$6.28K - $7.46K
|
59.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-272- 2.51% |
$5.51K - $6.54K
|
10.6K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-230- 0.53% |
$4.66K - $5.53K
|
42.9K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 0.4% |
$4.05K - $4.81K
|
49.5K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-177- 21.15% |
$3.58K - $4.26K
|
660
$16.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-125- 0.23% |
$2.53K - $3.01K
|
54K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-72- 0.15% |
$1.46K - $1.73K
|
47.8K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 0.16% |
$1.42K - $1.68K
|
42.8K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-60- 0.41% |
$1.22K - $1.44K
|
14.4K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-18- 0.09% |
$365 - $433
|
19.4K
$496K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-701K- 93.89% |
$13.8M - $15.2M
|
45.6K
$1.17M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-266K- 21.95% |
$5.22M - $5.75M
|
944K
$24.2M
|
|