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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-57K- 14.86% |
$1.12M - $1.23M
|
326K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-31.9K- 62.21% |
$627K - $691K
|
19.4K
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-26K- 29.2% |
$511K - $563K
|
63K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-23.9K- 6.15% |
$470K - $518K
|
365K
$9.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 7.0% |
$200K - $220K
|
135K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.7K- 13.7% |
$132K - $145K
|
42.2K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.43K- 1.48% |
$87.1K - $95.9K
|
295K
$7.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3K- 40.0% |
$59K - $65K
|
4.5K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.46K- 3.33% |
$48.3K - $53.2K
|
71.2K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.5K- 10.73% |
$29.5K - $32.5K
|
12.5K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.5K- 12.82% |
$29.5K - $32.5K
|
10.2K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 42.51% |
$21.8K - $24K
|
1.5K
$38.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 9.09% |
$19.7K - $21.7K
|
10K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-811- 3.33% |
$15.9K - $17.6K
|
23.5K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 9.65% |
$9.83K - $10.8K
|
4.68K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 34.91% |
$1.16K - $1.28K
|
110
$2.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-50- 0.32% |
$983 - $1.08K
|
15.4K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6- 1.9% |
$118 - $130
|
309
$7.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 0.08% |
$98.3 - $108
|
6.3K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.05% |
$78.6 - $86.6
|
7.3K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.12% |
$19.7 - $21.7
|
860
$22K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-80K- 16.81% |
$1.45M - $1.66M
|
396K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.7K- 4.31% |
$429K - $490K
|
525K
$13.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-10.7K- 1.73% |
$193K - $221K
|
608K
$15.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10K- 49.85% |
$182K - $208K
|
10.1K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-6.55K- 16.97% |
$119K - $136K
|
32K
$819K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.19K- 10.64% |
$94K - $107K
|
43.5K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.31K- 24.87% |
$60K - $68.6K
|
10K
$256K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 18.07% |
$44.7K - $51.1K
|
11.2K
$286K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 9.86% |
$27.2K - $31.1K
|
13.7K
$351K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-800- 32.6% |
$14.5K - $16.6K
|
1.65K
$42.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-710- 2.96% |
$12.9K - $14.7K
|
23.2K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-41- 14.8% |
$743 - $850
|
236
$6.04K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-45.3K- 57.92% |
$792K - $854K
|
32.9K
$842K
|
|
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
SELL
|
- |
-19.4K- 37.37% |
$340K - $367K
|
32.6K
$834K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.5K- 88.15% |
$131K - $141K
|
1.01K
$25.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.55K- 10.24% |
$62.1K - $67K
|
31.1K
$796K
|
|
|
Jul 30, 2024
Q2 2024
|
Lane Generational LLC
|
SELL
|
- |
-3.47K- 6.84% |
$60.7K - $65.5K
|
47.2K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.75K- 0.44% |
$48.1K - $51.9K
|
616K
$15.7M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 2.97% |
$451K - $507K
|
958K
$24.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-20.1K- 33.68% |
$309K - $348K
|
39.6K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-18.3K- 7.08% |
$282K - $317K
|
241K
$6.16M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-16.2K- 1.46% |
$249K - $281K
|
1.1M
$28M
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
SELL
|
- |
-7.2K- 40.0% |
$111K - $125K
|
10.8K
$276K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.43K- 31.51% |
$98.7K - $111K
|
14K
$357K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.98K- 17.64% |
$45.7K - $51.5K
|
13.9K
$355K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-700- 3.53% |
$10.8K - $12.1K
|
19.1K
$489K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-500Closed |
$7.68K - $8.65K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 50.0% |
$4.61K - $5.19K
|
300
$7.67K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-200- 1.69% |
$3.07K - $3.46K
|
11.6K
$297K
|
|