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
|
Stone X Group Inc.
|
SELL
|
- |
-230- 0.53% |
$4.66K - $5.53K
|
42.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-272- 2.51% |
$5.51K - $6.54K
|
10.6K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-310- 0.52% |
$6.28K - $7.46K
|
59.3K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-312- 0.1% |
$6.32K - $7.51K
|
327K
$8.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-326- 0.35% |
$6.6K - $7.84K
|
93.7K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-355- 0.96% |
$7.19K - $8.54K
|
36.6K
$937K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-357- 0.27% |
$7.23K - $8.59K
|
131K
$3.36M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-364- 0.16% |
$7.37K - $8.76K
|
224K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-384- 0.67% |
$7.78K - $9.24K
|
57K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-405- 3.03% |
$8.2K - $9.74K
|
12.9K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-423- 0.75% |
$8.57K - $10.2K
|
55.7K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-425- 3.37% |
$8.61K - $10.2K
|
12.2K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 1.0% |
$8.95K - $10.6K
|
43.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-508- 3.92% |
$10.3K - $12.2K
|
12.5K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-621- 3.4% |
$12.6K - $14.9K
|
17.7K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-633- 1.79% |
$12.8K - $15.2K
|
34.7K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-641- 1.29% |
$13K - $15.4K
|
49.1K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-700- 1.43% |
$14.2K - $16.8K
|
48.2K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-700- 1.93% |
$14.2K - $16.8K
|
35.5K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-735- 3.23% |
$14.9K - $17.7K
|
22K
$563K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-794- 3.07% |
$16.1K - $19.1K
|
25.1K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-817- 5.6% |
$16.5K - $19.7K
|
13.8K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-832- 0.28% |
$16.8K - $20K
|
299K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-850- 0.62% |
$17.2K - $20.5K
|
136K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-914- 3.03% |
$18.5K - $22K
|
29.2K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-940- 65.28% |
$19K - $22.6K
|
500
$12.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-942- 0.54% |
$19.1K - $22.7K
|
175K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-969- 1.55% |
$19.6K - $23.3K
|
61.4K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-986- 1.97% |
$20K - $23.7K
|
49.2K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 2.98% |
$20.3K - $24.1K
|
32.5K
$833K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1K- 6.03% |
$20.3K - $24.1K
|
15.6K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 40.0% |
$20.3K - $24.1K
|
1.5K
$38.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.04K- 9.14% |
$21.1K - $25.1K
|
10.4K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.21% |
$22K - $26.2K
|
88.9K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.17K- 1.29% |
$23.6K - $28K
|
89.1K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.24K- 6.15% |
$25.2K - $29.9K
|
18.9K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.33K- 4.48% |
$26.8K - $31.9K
|
28.2K
$723K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.36K- 1.48% |
$27.6K - $32.7K
|
90.6K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.4K- 6.38% |
$28.4K - $33.7K
|
20.5K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.46K- 1.25% |
$29.6K - $35.2K
|
115K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 8.03% |
$30.4K - $36.1K
|
17.2K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.54K- 0.23% |
$31.2K - $37.1K
|
665K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.66K- 1.83% |
$33.5K - $39.8K
|
88.8K
$2.27M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 87.32% |
$34K - $40.4K
|
244
$6.25K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 14.88% |
$34.4K - $40.9K
|
9.73K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.77K- 0.85% |
$35.7K - $42.5K
|
205K
$5.25M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.8K- 12.16% |
$36.5K - $43.3K
|
13K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.98K- 0.61% |
$40.1K - $47.7K
|
322K
$8.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.08K- 13.8% |
$42.1K - $50K
|
13K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.13K- 11.23% |
$43.2K - $51.3K
|
16.9K
$432K
|