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
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.14KNew |
$23K - $27.3K
|
1.14K
$29.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 6.61% |
$22.8K - $27.1K
|
18.1K
$465K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.12K+ 4.91% |
$22.6K - $26.9K
|
23.9K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.02K+ 10.17% |
$20.6K - $24.4K
|
11K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1KNew |
$20.3K - $24.1K
|
1K
$25.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1K+ 10.0% |
$20.3K - $24.1K
|
11K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
947+ 5.67% |
$19.2K - $22.8K
|
17.6K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
940+ 7.56% |
$19K - $22.6K
|
13.4K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
925+ 1.95% |
$18.7K - $22.3K
|
48.3K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 162.86% |
$18.5K - $21.9K
|
1.47K
$37.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
850New |
$17.2K - $20.5K
|
850
$21.8K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
772+ 2.67% |
$15.6K - $18.6K
|
29.7K
$760K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
655New |
$13.3K - $15.8K
|
655
$16.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 4.2% |
$10.8K - $12.9K
|
13.3K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
498+ 1.61% |
$10.1K - $12K
|
31.4K
$804K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
485New |
$9.82K - $11.7K
|
485
$12.4K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
459+ 4.12% |
$9.29K - $11K
|
11.6K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
425+ 0.67% |
$8.61K - $10.2K
|
64K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
419+ 2.21% |
$8.48K - $10.1K
|
19.4K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
395+ 39500.0% |
$8K - $9.5K
|
396
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
390+ 0.96% |
$7.9K - $9.38K
|
40.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
370New |
$7.49K - $8.9K
|
370
$9.48K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
350+ 0.75% |
$7.09K - $8.42K
|
47.2K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
350+ 1.54% |
$7.09K - $8.42K
|
23.1K
$590K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
284New |
$5.75K - $6.83K
|
284
$7.27K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
275+ 2.27% |
$5.57K - $6.62K
|
12.4K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
230+ 0.24% |
$4.66K - $5.53K
|
98K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
214+ 0.97% |
$4.33K - $5.15K
|
22.2K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186+ 2.89% |
$3.77K - $4.48K
|
6.61K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
186+ 9.3% |
$3.77K - $4.48K
|
2.19K
$56K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
159+ 0.38% |
$3.22K - $3.83K
|
41.9K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
81+ 0.44% |
$1.64K - $1.95K
|
18.3K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 0.53% |
$1.11K - $1.32K
|
10.5K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51+ 0.38% |
$1.03K - $1.23K
|
13.6K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36+ 0.11% |
$729 - $866
|
32.5K
$834K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$608 - $722
|
30
$768
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.08% |
$506 - $602
|
30.7K
$785K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19+ 0.14% |
$385 - $457
|
13.2K
$339K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10+ 0.01% |
$203 - $241
|
78.2K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-18- 0.09% |
$365 - $433
|
19.4K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-60- 0.41% |
$1.22K - $1.44K
|
14.4K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-68- 10.18% |
$1.38K - $1.64K
|
600
$15.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 0.16% |
$1.42K - $1.68K
|
42.8K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-72- 0.15% |
$1.46K - $1.73K
|
47.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100- 10.0% |
$2.03K - $2.41K
|
900
$23K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-116- 0.14% |
$2.35K - $2.79K
|
85K
$2.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-125- 0.23% |
$2.53K - $3.01K
|
54K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-177- 21.15% |
$3.58K - $4.26K
|
660
$16.9K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 0.4% |
$4.05K - $4.81K
|
49.5K
$1.27M
|