Purchases and Sales Made in Q1 2025 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q1 2025. 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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.23M+ 18.32% |
$24.8M - $29.5M
|
7.92M
$203M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
665K+ 131.16% |
$13.5M - $16M
|
1.17M
$30M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
590KNew |
$11.9M - $14.2M
|
590K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
438K+ 137.02% |
$8.87M - $10.5M
|
758K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
418K+ 338.87% |
$8.47M - $10.1M
|
542K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
413KNew |
$8.35M - $9.92M
|
413K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396K+ 2489.9% |
$8.02M - $9.53M
|
412K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
376K+ 213.29% |
$7.61M - $9.04M
|
552K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
355K+ 353.85% |
$7.19M - $8.55M
|
456K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
289K+ 85.72% |
$5.85M - $6.94M
|
625K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
253K+ 26.43% |
$5.12M - $6.08M
|
1.21M
$31M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
236KNew |
$4.78M - $5.68M
|
236K
$6.04M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
231KNew |
$4.67M - $5.55M
|
231K
$5.91M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
198K+ 41.65% |
$4.01M - $4.76M
|
673K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
193K+ 10.94% |
$3.9M - $4.63M
|
1.95M
$50M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
180KNew |
$3.65M - $4.34M
|
180K
$4.62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
171K+ 12.53% |
$3.46M - $4.11M
|
1.53M
$39.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
154K+ 7.75% |
$3.12M - $3.71M
|
2.14M
$54.8M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
148K+ 18649.31% |
$2.99M - $3.56M
|
149K
$3.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
129K+ 59.51% |
$2.61M - $3.1M
|
345K
$8.84M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
127K+ 10.74% |
$2.57M - $3.05M
|
1.31M
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
116KNew |
$2.35M - $2.79M
|
116K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
115K+ 30.48% |
$2.32M - $2.76M
|
491K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
111KNew |
$2.25M - $2.67M
|
111K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
107KNew |
$2.18M - $2.58M
|
107K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
102KNew |
$2.06M - $2.44M
|
102K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100K+ 546.56% |
$2.03M - $2.41M
|
119K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
98.8K+ 667.28% |
$2M - $2.38M
|
114K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.3KNew |
$1.97M - $2.34M
|
97.3K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
96.5KNew |
$1.95M - $2.32M
|
96.5K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
93.8K+ 48.94% |
$1.9M - $2.26M
|
286K
$7.31M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
93.8KNew |
$1.9M - $2.26M
|
93.8K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.4K+ 20.01% |
$1.81M - $2.15M
|
536K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
89.2KNew |
$1.81M - $2.15M
|
89.2K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
86.5K+ 79.92% |
$1.75M - $2.08M
|
195K
$4.99M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
85.2K+ 108.77% |
$1.73M - $2.05M
|
164K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
77.5K+ 16.08% |
$1.57M - $1.87M
|
560K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
74.2K+ 47.23% |
$1.5M - $1.78M
|
231K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
70.3KNew |
$1.42M - $1.69M
|
70.3K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
68.1KNew |
$1.38M - $1.64M
|
68.1K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.1K+ 2.87% |
$1.34M - $1.59M
|
2.37M
$60.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65K+ 26.21% |
$1.32M - $1.57M
|
313K
$8.02M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
63.4KNew |
$1.28M - $1.53M
|
63.4K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.9K+ 7.52% |
$1.27M - $1.51M
|
900K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
61.3KNew |
$1.24M - $1.47M
|
61.3K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
60.8KNew |
$1.23M - $1.46M
|
60.8K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
59.7K+ 5735.58% |
$1.21M - $1.44M
|
60.7K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.4K+ 10.39% |
$1.18M - $1.41M
|
621K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
57K+ 20.43% |
$1.15M - $1.37M
|
336K
$8.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56.9KNew |
$1.15M - $1.37M
|
56.9K
$1.46M
|