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 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7.95K+ 35.58% |
$161K - $191K
|
30.3K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.21K+ 68.05% |
$126K - $149K
|
15.3K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6K+ 6.6% |
$122K - $144K
|
96.9K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.85K+ 1.8% |
$118K - $141K
|
331K
$8.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.83K+ 20.49% |
$118K - $140K
|
34.3K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.74K+ 7.64% |
$116K - $138K
|
80.9K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.6K+ 0.37% |
$113K - $135K
|
1.52M
$38.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.3K+ 19.45% |
$107K - $128K
|
32.6K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.24K+ 8.28% |
$106K - $126K
|
68.5K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.23K+ 14.54% |
$106K - $126K
|
41.2K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.21K+ 48.48% |
$105K - $125K
|
15.9K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
5.1K+ 2.57% |
$103K - $123K
|
203K
$5.21M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.78K+ 5.04% |
$96.7K - $115K
|
99.5K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
4.73K+ 10.0% |
$95.8K - $114K
|
52K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.5K+ 2.59% |
$91.2K - $108K
|
179K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.38K+ 1.77% |
$88.8K - $105K
|
252K
$6.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.35K+ 38.77% |
$88.1K - $105K
|
15.6K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.3K+ 2.65% |
$87K - $103K
|
167K
$4.27M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.19K+ 25.96% |
$84.9K - $101K
|
20.3K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.67K+ 146.88% |
$74.4K - $88.3K
|
6.17K
$158K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.3K+ 1.45% |
$66.8K - $79.4K
|
231K
$5.92M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.24K+ 20.26% |
$65.6K - $78K
|
19.2K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.2KNew |
$64.8K - $77K
|
3.2K
$82K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.17K+ 7.22% |
$64.2K - $76.3K
|
47.1K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.12K+ 1.19% |
$63.2K - $75.1K
|
266K
$6.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3K+ 0.55% |
$60.8K - $72.2K
|
553K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
2.87K+ 0.75% |
$58.1K - $69K
|
385K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75K+ 20.15% |
$55.6K - $66.1K
|
16.4K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.74K+ 0.33% |
$55.4K - $65.9K
|
843K
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.7K+ 8.13% |
$54.7K - $65K
|
35.9K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.5K+ 0.91% |
$50.6K - $60.2K
|
277K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 3.58% |
$48.8K - $57.9K
|
69.7K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.22K+ 111150.0% |
$45K - $53.5K
|
2.23K
$57K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.18K+ 1.58% |
$44.1K - $52.4K
|
140K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.11K+ 10.92% |
$42.8K - $50.9K
|
21.5K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.06K+ 0.5% |
$41.7K - $49.6K
|
418K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.98K+ 33.14% |
$40K - $47.5K
|
7.94K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.91K+ 1.12% |
$38.7K - $46K
|
173K
$4.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 14.38% |
$37.1K - $44.1K
|
14.6K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$35.8K - $42.5K
|
1.77K
$45.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75KNew |
$35.5K - $42.2K
|
1.75K
$44.9K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 6.83% |
$34.3K - $40.7K
|
26.5K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$33.2K - $39.5K
|
1.64K
$42K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.59K+ 3.39% |
$32.2K - $38.2K
|
48.4K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.54KNew |
$31.1K - $37K
|
1.54K
$39.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 2.65% |
$27.3K - $32.5K
|
52.3K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.27KNew |
$25.8K - $30.6K
|
1.27K
$32.6K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.23K+ 1.67% |
$24.9K - $29.6K
|
75K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18KNew |
$23.8K - $28.3K
|
1.18K
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 5.4% |
$23K - $27.3K
|
22.2K
$568K
|