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 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.7K- 51.63% |
$350K - $379K
|
22.2K
$619K
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-9.1K- 47.64% |
$134K - $146K
|
10K
$279K
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.28K- 22.93% |
$48.4K - $52.5K
|
11K
$308K
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.75K- 7.74% |
$25.9K - $28K
|
20.9K
$582K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.55% |
$19.1K - $20.7K
|
27.1K
$756K
|
|
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
$376K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-302K- 78.78% |
$4.22M - $4.71M
|
81.4K
$2.27M
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-46.7K- 47.63% |
$652K - $729K
|
51.4K
$1.43M
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-17.9K- 18.13% |
$249K - $278K
|
80.6K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 46.63% |
$141K - $157K
|
11.5K
$322K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.37KClosed |
$47K - $52.6K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 23.78% |
$26.5K - $29.6K
|
6.09K
$170K
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.35% |
$6.98K - $7.8K
|
11K
$307K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-350- 50.0% |
$4.89K - $5.46K
|
350
$9.78K
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-250- 0.57% |
$3.49K - $3.9K
|
43.7K
$1.22M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27- 0.26% |
$377 - $421
|
10.2K
$285K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-446K- 33.29% |
$5.6M - $6.28M
|
893K
$24.9M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-25.7K- 7.78% |
$322K - $362K
|
304K
$8.49M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-9.83K- 4.56% |
$124K - $139K
|
206K
$5.75M
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-1.2K- 0.66% |
$15.1K - $16.9K
|
180K
$5.01M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-410- 0.32% |
$5.15K - $5.78K
|
126K
$3.53M
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 5.26% |
$125K - $142K
|
180K
$5.03M
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-7.37K- 10.89% |
$92.3K - $104K
|
60.3K
$1.68M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-3.67K- 0.89% |
$45.9K - $52K
|
408K
$11.4M
|
|
Oct 17, 2022
Q3 2022
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-2.5K- 11.36% |
$31.3K - $35.4K
|
19.5K
$545K
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.69K- 7.44% |
$21.1K - $23.9K
|
21K
$587K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-725- 61.39% |
$9.08K - $10.3K
|
456
$12.7K
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-589- 6.62% |
$7.37K - $8.35K
|
8.31K
$232K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-500- 90.91% |
$6.26K - $7.09K
|
50
$1.4K
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-280- 25.93% |
$3.51K - $3.97K
|
800
$22.3K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-200- 4.26% |
$2.5K - $2.83K
|
4.5K
$126K
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-121- 17.59% |
$1.51K - $1.71K
|
567
$15.8K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-714K- 47.51% |
$10.1M - $11.2M
|
789K
$22M
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-152KClosed |
$2.15M - $2.38M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-96.8KClosed |
$1.37M - $1.52M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-30.2KClosed |
$427K - $473K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-30KClosed |
$424K - $470K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-22.1K- 47.27% |
$313K - $347K
|
24.7K
$690K
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-14.1KClosed |
$199K - $221K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-12.6KClosed |
$177K - $197K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-10.6KClosed |
$150K - $166K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.6KClosed |
$79.1K - $87.7K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-5.42KClosed |
$76.5K - $84.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-1.62K- 13.19% |
$22.9K - $25.4K
|
10.7K
$298K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.57K- 6.58% |
$22.1K - $24.5K
|
22.2K
$620K
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-845- 4.57% |
$11.9K - $13.2K
|
17.6K
$492K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-329Closed |
$4.65K - $5.15K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-150Closed |
$2.12K - $2.35K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-8Closed |
$113 - $125
|
0
$0
|