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 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12.9K+ 1.35% |
$262K - $311K
|
972K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.2KNew |
$247K - $294K
|
12.2K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.9KNew |
$241K - $287K
|
11.9K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.6KNew |
$234K - $279K
|
11.6K
$297K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4K+ 5.03% |
$231K - $274K
|
238K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.4KNew |
$230K - $273K
|
11.4K
$291K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.2KNew |
$227K - $270K
|
11.2K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
11.2K+ 91.66% |
$227K - $269K
|
23.4K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 43.48% |
$226K - $268K
|
36.8K
$942K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11K+ 0.59% |
$223K - $266K
|
1.89M
$48.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9K+ 15.14% |
$220K - $262K
|
82.8K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 40.44% |
$220K - $262K
|
37.8K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.8KNew |
$219K - $260K
|
10.8K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.7K+ 25.92% |
$216K - $256K
|
51.8K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7KNew |
$216K - $256K
|
10.7K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10.6KNew |
$215K - $256K
|
10.6K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
10.5KNew |
$213K - $253K
|
10.5K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
10.4KNew |
$210K - $250K
|
10.4K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.3K+ 218.43% |
$209K - $249K
|
15.1K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3K+ 21.3% |
$208K - $247K
|
58.5K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.2K+ 53.74% |
$207K - $246K
|
29.2K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.1K+ 47.47% |
$204K - $243K
|
31.3K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.03% |
$203K - $241K
|
502K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$203K - $241K
|
10K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10KNew |
$203K - $241K
|
10K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.99K+ 24.27% |
$202K - $240K
|
51.1K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
9.9K+ 28.33% |
$201K - $238K
|
44.9K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.82KNew |
$199K - $236K
|
9.82K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.82KNew |
$199K - $236K
|
9.82K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.5KNew |
$192K - $229K
|
9.5K
$243K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.35K+ 77.11% |
$189K - $225K
|
21.5K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
9.3KNew |
$188K - $224K
|
9.3K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.18K+ 0.63% |
$186K - $221K
|
1.46M
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
9.12KNew |
$185K - $219K
|
9.12K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9KNew |
$182K - $217K
|
9K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.97KNew |
$182K - $216K
|
8.97K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.94K+ 25.76% |
$181K - $215K
|
43.7K
$1.12M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
8.94K+ 17.68% |
$181K - $215K
|
59.5K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.94KNew |
$181K - $215K
|
8.94K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.92KNew |
$181K - $214K
|
8.92K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
8.91KNew |
$180K - $214K
|
8.91K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.88KNew |
$180K - $214K
|
8.88K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.84K+ 550.62% |
$179K - $213K
|
10.4K
$268K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.75KNew |
$177K - $210K
|
8.75K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
8.7KNew |
$176K - $209K
|
8.7K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.6KNew |
$174K - $207K
|
8.6K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.46KNew |
$171K - $203K
|
8.46K
$217K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.32KNew |
$169K - $200K
|
8.32K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.25K+ 5.3% |
$167K - $198K
|
164K
$4.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.22KNew |
$166K - $198K
|
8.22K
$211K
|