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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
51.4KNew |
$1.04M - $1.24M
|
51.4K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
50.6K+ 35.23% |
$1.02M - $1.22M
|
194K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48K+ 369.99% |
$972K - $1.15M
|
61K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
47K+ 10.39% |
$952K - $1.13M
|
500K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
46.8K+ 80.2% |
$948K - $1.13M
|
105K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
46KNew |
$931K - $1.11M
|
46K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.7K+ 42.37% |
$925K - $1.1M
|
154K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
45K+ 213.91% |
$911K - $1.08M
|
66K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
42.9K+ 14.67% |
$869K - $1.03M
|
335K
$8.59M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
41.2KNew |
$834K - $991K
|
41.2K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
39.5KNew |
$800K - $950K
|
39.5K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
39KNew |
$790K - $939K
|
39K
$999K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 34.01% |
$790K - $938K
|
154K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.8K+ 36.97% |
$765K - $909K
|
140K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37KNew |
$749K - $889K
|
37K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.9K+ 15.29% |
$746K - $887K
|
278K
$7.12M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
34.6KNew |
$700K - $832K
|
34.6K
$886K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.6K+ 11.76% |
$640K - $760K
|
300K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30.2K+ 143.45% |
$612K - $727K
|
51.3K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
30.2K+ 6.29% |
$611K - $726K
|
510K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.1K+ 61.93% |
$610K - $724K
|
78.7K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
29.8K+ 0.71% |
$603K - $716K
|
4.23M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
28.4KNew |
$575K - $683K
|
28.4K
$727K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
27KNew |
$546K - $649K
|
27K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.7K+ 3.4% |
$542K - $643K
|
812K
$20.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4K+ 55.41% |
$494K - $587K
|
68.4K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.2K+ 9.87% |
$491K - $583K
|
270K
$6.91M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.6K+ 2.09% |
$478K - $568K
|
1.16M
$29.6M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
22KNew |
$445K - $529K
|
22K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.5K+ 61.71% |
$436K - $518K
|
56.4K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.5KNew |
$435K - $517K
|
21.5K
$551K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
21.4K+ 2.55% |
$433K - $515K
|
860K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20.7K+ 8.7% |
$420K - $499K
|
259K
$6.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
20.7K+ 172.65% |
$419K - $497K
|
32.6K
$836K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20KNew |
$405K - $481K
|
20K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.9K+ 24.59% |
$402K - $478K
|
101K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
19.2K+ 1.92% |
$389K - $462K
|
1.02M
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$375K - $445K
|
18.5K
$474K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6K+ 41.86% |
$357K - $424K
|
59.8K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.5KNew |
$355K - $421K
|
17.5K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 1.83% |
$341K - $405K
|
938K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
16.8KNew |
$340K - $404K
|
16.8K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
16.5K+ 70.93% |
$334K - $396K
|
39.7K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.4KNew |
$332K - $395K
|
16.4K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 62.67% |
$324K - $385K
|
41.5K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.8K+ 63.97% |
$320K - $380K
|
40.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.9KNew |
$303K - $359K
|
14.9K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
14.7KNew |
$298K - $354K
|
14.7K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.3K+ 16.41% |
$289K - $343K
|
101K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.6K+ 12.09% |
$276K - $328K
|
126K
$3.23M
|