Purchases and Sales Made in Q1 2024 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q1 2024. 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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.03K+ 20.63% |
$46.5K - $52.4K
|
17.7K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3K+ 3.68% |
$46.1K - $51.9K
|
84.6K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
3KNew |
$46.1K - $51.9K
|
3K
$61.2K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 2.61% |
$39.1K - $44K
|
99.8K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.3K+ 6.68% |
$35.3K - $39.8K
|
36.7K
$749K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 9.43% |
$33.6K - $37.9K
|
25.4K
$519K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.1K+ 2.42% |
$32.3K - $36.3K
|
89K
$1.82M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.06KNew |
$31.7K - $35.7K
|
2.06K
$42.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.04K+ 1.19% |
$31.4K - $35.3K
|
174K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.03K+ 0.58% |
$31.1K - $35.1K
|
349K
$7.11M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.99K+ 1.04% |
$30.6K - $34.5K
|
193K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 71.55% |
$28.7K - $32.4K
|
4.49K
$91.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.69K+ 1.71% |
$25.9K - $29.2K
|
100K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.48K+ 1.17% |
$22.7K - $25.6K
|
128K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41K+ 9.02% |
$21.6K - $24.3K
|
17K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.26KNew |
$19.4K - $21.9K
|
1.26K
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.22K+ 4.43% |
$18.7K - $21K
|
28.7K
$585K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$15.4K - $17.3K
|
1K
$20.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$15.4K - $17.3K
|
1K
$20.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
800New |
$12.3K - $13.8K
|
800
$16.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
780+ 5.3% |
$12K - $13.5K
|
15.5K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
646+ 0.67% |
$9.92K - $11.2K
|
97.7K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
631+ 0.42% |
$9.69K - $10.9K
|
150K
$3.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
600+ 2.22% |
$9.22K - $10.4K
|
27.6K
$562K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
583+ 4.04% |
$8.95K - $10.1K
|
15K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
560New |
$8.6K - $9.69K
|
560
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
528+ 0.45% |
$8.11K - $9.13K
|
118K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
519+ 2.72% |
$7.97K - $8.98K
|
19.6K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
488+ 15.16% |
$7.5K - $8.44K
|
3.71K
$75.6K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
475New |
$7.3K - $8.22K
|
475
$9.69K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
410+ 0.74% |
$6.3K - $7.09K
|
55.7K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$5.31K - $5.99K
|
346
$7.06K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
346+ 2.96% |
$5.31K - $5.99K
|
12K
$245K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300+ 1.13% |
$4.61K - $5.19K
|
26.8K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
291+ 0.14% |
$4.47K - $5.03K
|
206K
$4.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
271+ 0.55% |
$4.16K - $4.69K
|
49.5K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
227+ 0.04% |
$3.49K - $3.93K
|
614K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
225+ 1.41% |
$3.46K - $3.89K
|
16.1K
$329K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
225+ 0.58% |
$3.46K - $3.89K
|
38.7K
$790K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
204New |
$3.13K - $3.53K
|
204
$4.16K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
192+ 0.35% |
$2.95K - $3.32K
|
54.9K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
103New |
$1.58K - $1.78K
|
103
$2.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
58New |
$891 - $1K
|
58
$1.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
42+ 0.37% |
$645 - $727
|
11.4K
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36New |
$553 - $623
|
36
$734
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
31+ 3.1% |
$476 - $536
|
1.03K
$21K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
21+ 0.16% |
$323 - $363
|
13.6K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1- 0.01% |
$15.4 - $17.3
|
11.2K
$228K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 2.46% |
$998 - $1.12K
|
2.58K
$52.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-200- 0.29% |
$3.07K - $3.46K
|
68.1K
$1.39M
|