Purchases and Sales Made in Q1 2022 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q1 2022. The information is specifically focused on institutions that hold shares of Sprott Physical Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
553New |
$7.77K - $8.85K
|
553
$11.2K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
541+ 17.4% |
$7.6K - $8.66K
|
3.65K
$74K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
470+ 2.22% |
$6.6K - $7.52K
|
21.7K
$439K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
452+ 1.94% |
$6.35K - $7.24K
|
23.8K
$483K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
450+ 1.26% |
$6.32K - $7.2K
|
36.3K
$736K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
420+ 0.47% |
$5.9K - $6.72K
|
90.4K
$1.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
382+ 0.65% |
$5.37K - $6.12K
|
59.5K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
350+ 1.53% |
$4.92K - $5.6K
|
23.2K
$470K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
340New |
$4.78K - $5.44K
|
340
$6.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
329New |
$4.62K - $5.27K
|
329
$6.67K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
300+ 1.72% |
$4.22K - $4.8K
|
17.7K
$359K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
166New |
$2.33K - $2.66K
|
166
$3.37K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$2.11K - $2.4K
|
150
$3.04K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
131+ 0.71% |
$1.84K - $2.1K
|
18.5K
$376K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
100+ 0.57% |
$1.41K - $1.6K
|
17.8K
$361K
|
|
|
May 10, 2022
Q1 2022
|
Arnhold LLC
|
BUY
|
- |
100+ 0.1% |
$1.41K - $1.6K
|
97.4K
$1.98M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$1.41K - $1.6K
|
100
$2.03K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
8New |
$112 - $128
|
8
$162
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2- -0.0% |
$28.1 - $32
|
87K
$1.76M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.02% |
$42.2 - $48
|
14.5K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-85- 0.36% |
$1.19K - $1.36K
|
23.8K
$482K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-92- 0.78% |
$1.29K - $1.47K
|
11.7K
$237K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-93- 48.19% |
$1.31K - $1.49K
|
100
$2.03K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-141- 1.33% |
$1.98K - $2.26K
|
10.4K
$211K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-143- 0.82% |
$2.01K - $2.29K
|
17.2K
$350K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-194- 27.71% |
$2.73K - $3.11K
|
506
$10.3K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-299- 0.63% |
$4.2K - $4.79K
|
47.5K
$963K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-400- 2.22% |
$5.62K - $6.4K
|
17.6K
$357K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-400- 0.46% |
$5.62K - $6.4K
|
87.1K
$1.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-441- 3.87% |
$6.2K - $7.06K
|
10.9K
$222K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-458Closed |
$6.43K - $7.33K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 66.67% |
$7.03K - $8.01K
|
250
$5.07K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-542- 0.54% |
$7.62K - $8.68K
|
99.3K
$2.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-673- 4.15% |
$9.46K - $10.8K
|
15.6K
$316K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-675Closed |
$9.48K - $10.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-695- 5.94% |
$9.76K - $11.1K
|
11K
$223K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-750- 1.62% |
$10.5K - $12K
|
45.6K
$925K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-795- 12.51% |
$11.2K - $12.7K
|
5.56K
$113K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-799Closed |
$11.2K - $12.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-875- 0.76% |
$12.3K - $14K
|
114K
$2.31M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 3.08% |
$14.1K - $16K
|
31.5K
$639K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 4.2% |
$14.1K - $16K
|
22.8K
$463K
|
|
|
May 04, 2022
Q1 2022
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.01K- 0.66% |
$14.2K - $16.2K
|
152K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-1.07K- 2.23% |
$15K - $17.1K
|
46.8K
$950K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.09KClosed |
$15.2K - $17.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.29K- 1.71% |
$18.2K - $20.7K
|
74.2K
$1.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-1.3KClosed |
$18.3K - $20.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 2.72% |
$19.6K - $22.4K
|
49.9K
$1.01M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.65K- 3.81% |
$23.1K - $26.3K
|
41.6K
$843K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 1.22% |
$23.2K - $26.5K
|
134K
$2.72M
|