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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.42K- 12.07% |
$119K - $136K
|
61.3K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.99K- 21.28% |
$112K - $129K
|
29.5K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.7K- 35.79% |
$108K - $124K
|
13.8K
$282K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.87K- 4.69% |
$96.7K - $111K
|
140K
$2.85M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.8K- 8.44% |
$53.5K - $61.3K
|
41.3K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.1K- 6.37% |
$43.6K - $50K
|
45.6K
$930K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.5K- 19.46% |
$35.2K - $40.3K
|
10.4K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 17.28% |
$16.5K - $18.9K
|
5.6K
$114K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-750- 50.0% |
$10.6K - $12.1K
|
750
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-500- 14.29% |
$7.04K - $8.06K
|
3K
$61.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-90Closed |
$1.27K - $1.45K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-26- 0.33% |
$366 - $419
|
7.8K
$159K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-17K- 48.57% |
$243K - $262K
|
18K
$367K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-8K- 7.0% |
$115K - $123K
|
106K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.8K- 26.46% |
$68.7K - $74.1K
|
13.3K
$272K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4K- 7.47% |
$57.3K - $61.7K
|
49.5K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1K- 46.73% |
$14.3K - $15.4K
|
1.14K
$23.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-875- 4.35% |
$12.5K - $13.5K
|
19.2K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-668- 3.79% |
$9.57K - $10.3K
|
17K
$346K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-448- 0.39% |
$6.42K - $6.91K
|
115K
$2.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-250- 1.03% |
$3.58K - $3.86K
|
24.1K
$492K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-200- 1.57% |
$2.86K - $3.09K
|
12.5K
$255K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-61.3K- 19.32% |
$905K - $981K
|
256K
$5.22M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.7K- 51.63% |
$350K - $379K
|
22.2K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-9.1K- 47.64% |
$134K - $146K
|
10K
$204K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.28K- 22.93% |
$48.4K - $52.5K
|
11K
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.75K- 7.74% |
$25.9K - $28K
|
20.9K
$425K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.55% |
$19.1K - $20.7K
|
27.1K
$552K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-800Closed |
$11.8K - $12.8K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-60- 0.44% |
$887 - $961
|
13.5K
$275K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-835K- 87.98% |
$11.7M - $13M
|
114K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-302K- 78.78% |
$4.22M - $4.71M
|
81.4K
$1.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-46.7K- 47.63% |
$652K - $729K
|
51.4K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-17.9K- 18.13% |
$249K - $278K
|
80.6K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 46.63% |
$141K - $157K
|
11.5K
$235K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.37KClosed |
$47K - $52.6K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3K- 22.9% |
$41.9K - $46.8K
|
10.1K
$206K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 23.78% |
$26.5K - $29.6K
|
6.09K
$124K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.35% |
$6.98K - $7.8K
|
11K
$224K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-350- 50.0% |
$4.89K - $5.46K
|
350
$7.14K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-250- 0.57% |
$3.49K - $3.9K
|
43.7K
$891K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27- 0.26% |
$377 - $421
|
10.2K
$208K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-446K- 33.29% |
$5.6M - $6.28M
|
893K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-25.7K- 7.78% |
$322K - $362K
|
304K
$6.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-9.83K- 4.56% |
$124K - $139K
|
206K
$4.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.93K- 57.24% |
$24.2K - $27.2K
|
1.44K
$29.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-1.2K- 0.66% |
$15.1K - $16.9K
|
180K
$3.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-410- 0.32% |
$5.15K - $5.78K
|
126K
$2.58M
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 5.26% |
$125K - $142K
|
180K
$3.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-7.37K- 10.89% |
$92.3K - $104K
|
60.3K
$1.23M
|
|