Purchases and Sales Made in Q2 2024 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q2 2024. 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, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.81KNew |
$137K - $147K
|
7.81K
$174K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.69K+ 15.92% |
$134K - $145K
|
56K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
7.27K+ 4.65% |
$127K - $137K
|
164K
$3.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.01K+ 1.26% |
$122K - $132K
|
561K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
6.51K+ 0.67% |
$114K - $123K
|
977K
$21.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.43KNew |
$112K - $121K
|
6.43K
$144K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.04K+ 0.78% |
$105K - $114K
|
779K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6.02K+ 1.58% |
$105K - $114K
|
387K
$8.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.92K+ 7.58% |
$104K - $112K
|
84.1K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
5.46K+ 12.59% |
$95.5K - $103K
|
48.9K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.41K+ 0.63% |
$94.6K - $102K
|
870K
$19.4M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.35K+ 2.69% |
$93.6K - $101K
|
205K
$4.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.92K+ 3.89% |
$86K - $92.8K
|
132K
$2.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4.84K+ 2.4% |
$84.6K - $91.2K
|
207K
$4.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.69K+ 2.43% |
$82K - $88.5K
|
197K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.15K+ 0.87% |
$72.5K - $78.2K
|
480K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.1K+ 11.16% |
$71.7K - $77.3K
|
40.8K
$912K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4K+ 13.7% |
$69.9K - $75.4K
|
33.2K
$741K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.82K+ 1.09% |
$66.7K - $72K
|
353K
$7.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.73K+ 1.44% |
$65.2K - $70.4K
|
263K
$5.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.72K+ 18.52% |
$65.1K - $70.2K
|
23.8K
$532K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.55K+ 20.56% |
$62.1K - $67K
|
20.8K
$465K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.5K+ 3.59% |
$61.2K - $66K
|
101K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.43K+ 5.91% |
$59.9K - $64.6K
|
61.4K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.07KNew |
$53.6K - $57.9K
|
3.07K
$68.5K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.9K+ 7.41% |
$50.7K - $54.7K
|
42K
$938K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.83K+ 12.59% |
$49.5K - $53.4K
|
25.3K
$565K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.83K+ 2.42% |
$49.4K - $53.3K
|
120K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.8KNew |
$48.9K - $52.8K
|
2.8K
$62.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.8K+ 1.07% |
$48.9K - $52.8K
|
265K
$5.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.78K+ 1.6% |
$48.6K - $52.4K
|
177K
$3.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.74K+ 15.72% |
$47.9K - $51.7K
|
20.2K
$451K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.71K+ 16.42% |
$47.4K - $51.1K
|
19.2K
$429K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.66K+ 14.15% |
$46.5K - $50.2K
|
21.5K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.65K+ 0.32% |
$46.2K - $49.9K
|
835K
$18.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.57K+ 69.31% |
$44.9K - $48.5K
|
6.28K
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.57K+ 12.0% |
$44.9K - $48.4K
|
24K
$535K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.5K+ 6.57% |
$43.7K - $47.2K
|
40.5K
$905K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 24.09% |
$42.7K - $46.1K
|
12.6K
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.12K+ 6.8% |
$37K - $39.9K
|
33.3K
$743K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$35K - $37.7K
|
2K
$44.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.98K+ 5.87% |
$34.6K - $37.3K
|
35.7K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.91K+ 1.62% |
$33.4K - $36K
|
119K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.75K+ 5.35% |
$30.6K - $33K
|
34.5K
$769K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 2.59% |
$26.3K - $28.4K
|
59.7K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19K+ 4.7% |
$20.9K - $22.5K
|
26.6K
$594K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.12K+ 6.85% |
$19.6K - $21.2K
|
17.5K
$391K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
1.1K+ 2.55% |
$19.2K - $20.7K
|
44.3K
$989K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
999+ 0.72% |
$17.5K - $18.8K
|
140K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
941+ 0.29% |
$16.4K - $17.7K
|
323K
$7.22M
|