Purchases and Sales Made in Q2 2022 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.69KNew |
$66.2K - $73.4K
|
4.69K
$121K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.5K+ 22.71% |
$63.6K - $70.5K
|
24.3K
$627K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.44K+ 1.56% |
$62.7K - $69.6K
|
290K
$7.47M
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
4.32K+ 1.06% |
$61K - $67.6K
|
411K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 16.1% |
$59.7K - $66.2K
|
30.5K
$785K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.08K+ 23.6% |
$57.5K - $63.8K
|
21.3K
$549K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4K+ 27.37% |
$56.5K - $62.6K
|
18.6K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.66K+ 1.48% |
$51.6K - $57.3K
|
250K
$6.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.54K+ 3.11% |
$50K - $55.4K
|
117K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.33K+ 18.79% |
$47K - $52.1K
|
21K
$542K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.3K+ 76.12% |
$46.6K - $51.7K
|
7.64K
$197K
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
3K+ 8.97% |
$42.4K - $47K
|
36.4K
$938K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.73K+ 20.34% |
$38.6K - $42.8K
|
16.2K
$417K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.73K+ 1.19% |
$38.5K - $42.7K
|
233K
$5.99M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.35K+ 1.15% |
$33.2K - $36.8K
|
207K
$5.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.24K+ 2239.0% |
$31.6K - $35.1K
|
2.34K
$60.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.14K+ 0.39% |
$30.2K - $33.5K
|
556K
$14.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.05KNew |
$28.9K - $32.1K
|
2.05K
$52.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.03K+ 14.61% |
$28.7K - $31.9K
|
16K
$411K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2K+ 13.33% |
$28.2K - $31.3K
|
17K
$438K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2K+ 9.24% |
$28.2K - $31.3K
|
23.7K
$609K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$28.2K - $31.3K
|
2K
$51.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.9K+ 0.69% |
$26.8K - $29.8K
|
276K
$7.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88K+ 3.15% |
$26.5K - $29.4K
|
61.4K
$1.58M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.69K+ 8.03% |
$23.8K - $26.4K
|
22.7K
$584K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 238.23% |
$23.6K - $26.2K
|
2.37K
$61.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1.5K+ 1.51% |
$21.2K - $23.5K
|
101K
$2.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.49K+ 2.16% |
$21K - $23.3K
|
70.1K
$1.8M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.3K+ 2.86% |
$18.4K - $20.4K
|
46.7K
$1.2M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
1K+ 4.74% |
$14.1K - $15.7K
|
22.1K
$569K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$14.1K - $15.7K
|
1K
$25.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
955+ 2.66% |
$13.5K - $15K
|
36.9K
$950K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
916+ 4.02% |
$12.9K - $14.3K
|
23.7K
$611K
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
765+ 0.48% |
$10.8K - $12K
|
160K
$4.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
691+ 0.7% |
$9.76K - $10.8K
|
99.9K
$2.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
688New |
$9.71K - $10.8K
|
688
$17.7K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 0.43% |
$7.06K - $7.83K
|
117K
$3.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
500+ 2.44% |
$7.06K - $7.83K
|
21K
$541K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
492+ 2.22% |
$6.95K - $7.7K
|
22.6K
$583K
|
|
|
Jul 27, 2022
Q2 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
400+ 0.26% |
$5.65K - $6.26K
|
152K
$3.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350New |
$4.94K - $5.48K
|
350
$9.01K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
302+ 2.18% |
$4.26K - $4.73K
|
14.2K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
208+ 0.04% |
$2.94K - $3.26K
|
469K
$12.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
166+ 0.45% |
$2.34K - $2.6K
|
37.4K
$964K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
160+ 15.67% |
$2.26K - $2.51K
|
1.18K
$30.4K
|
|
|
Aug 15, 2022
Q2 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
100+ 0.3% |
$1.41K - $1.57K
|
33.5K
$863K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 0.26% |
$875 - $971
|
23.7K
$610K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50+ 10.0% |
$706 - $783
|
550
$14.2K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|