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 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
900New |
$15.7K - $17K
|
900
$20.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
851+ 0.34% |
$14.9K - $16K
|
252K
$5.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
778+ 4.78% |
$13.6K - $14.7K
|
17.1K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
763New |
$13.3K - $14.4K
|
763
$17K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
736New |
$12.9K - $13.9K
|
736
$16.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
600+ 1.17% |
$10.5K - $11.3K
|
51.9K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
556+ 85.54% |
$9.72K - $10.5K
|
1.21K
$26.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
525+ 52.5% |
$9.18K - $9.9K
|
1.53K
$34.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
517+ 0.3% |
$9.04K - $9.75K
|
175K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
BUY
|
- |
460+ 0.6% |
$8.04K - $8.68K
|
76.7K
$1.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
450+ 0.29% |
$7.87K - $8.49K
|
155K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
323+ 0.97% |
$5.65K - $6.09K
|
33.7K
$752K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
280+ 271.84% |
$4.89K - $5.28K
|
383
$8.55K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
229+ 0.04% |
$4K - $4.32K
|
574K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$3.5K - $3.77K
|
200
$4.47K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
180+ 25.0% |
$3.15K - $3.39K
|
900
$20.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
150+ 3.46% |
$2.62K - $2.83K
|
4.49K
$100K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
100+ 0.62% |
$1.75K - $1.89K
|
16.2K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
100+ 0.1% |
$1.75K - $1.89K
|
104K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95+ 155.74% |
$1.66K - $1.79K
|
156
$3.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66New |
$1.15K - $1.24K
|
66
$1.47K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
55+ 0.1% |
$961 - $1.04K
|
55.7K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50New |
$874 - $943
|
50
$1.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22+ 0.04% |
$385 - $415
|
62.1K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
22New |
$385 - $415
|
22
$491
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.12% |
$262 - $283
|
12K
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$35 - $37.7
|
2
$44.7
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.02% |
$52.4 - $56.6
|
13.6K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 0.14% |
$175 - $189
|
7.12K
$159K
|
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-19- 0.04% |
$332 - $358
|
48.4K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-31- 3.01% |
$542 - $585
|
1K
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-50- 0.11% |
$874 - $943
|
45.8K
$1.02M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-100- 16.67% |
$1.75K - $1.89K
|
500
$11.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 3.88% |
$1.75K - $1.89K
|
2.48K
$55.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-105- 0.78% |
$1.84K - $1.98K
|
13.3K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-113- 0.64% |
$1.98K - $2.13K
|
17.6K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-241- 1.34% |
$4.21K - $4.55K
|
17.7K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-353- 0.27% |
$6.17K - $6.66K
|
132K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-419- 2.14% |
$7.32K - $7.9K
|
19.2K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-534- 9.34% |
$9.33K - $10.1K
|
5.18K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-559- 0.59% |
$9.77K - $10.5K
|
94.5K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-601- 1.95% |
$10.5K - $11.3K
|
30.2K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-700- 6.54% |
$12.2K - $13.2K
|
10K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-718- 1.69% |
$12.6K - $13.5K
|
41.7K
$931K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-755- 0.28% |
$13.2K - $14.2K
|
265K
$5.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-847- 0.95% |
$14.8K - $16K
|
88.2K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1K- 2.17% |
$17.5K - $18.9K
|
45.2K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 1.8% |
$17.5K - $18.9K
|
54.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 2.9% |
$18K - $19.4K
|
34.5K
$770K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 6.16% |
$19.3K - $20.8K
|
16.8K
$376K
|