Purchases and Sales Made in Q2 2025 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.3K+ 7.81% |
$988K - $1.14M
|
598K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.4KNew |
$968K - $1.11M
|
42.4K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
41.3K+ 0.78% |
$943K - $1.09M
|
5.35M
$137M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.8K+ 58.5% |
$931K - $1.07M
|
110K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40.3K+ 7.19% |
$919K - $1.06M
|
600K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37.7K+ 106.11% |
$860K - $991K
|
73.2K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 36.8% |
$814K - $938K
|
133K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
34.3KNew |
$783K - $902K
|
34.3K
$881K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32K+ 28.2% |
$731K - $843K
|
146K
$3.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
31.9K+ 35.75% |
$728K - $839K
|
121K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
30K+ 5.88% |
$685K - $789K
|
540K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
28.8K+ 27.35% |
$656K - $756K
|
134K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 43.59% |
$633K - $729K
|
91.3K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 2.78% |
$599K - $690K
|
970K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.5K+ 9.18% |
$582K - $671K
|
303K
$7.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
24.5K+ 22.13% |
$560K - $645K
|
135K
$3.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.2K+ 17.29% |
$553K - $637K
|
164K
$4.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
24.1K+ 25.67% |
$549K - $632K
|
118K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
23.7KNew |
$541K - $623K
|
23.7K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$536K - $617K
|
23.5K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.8K+ 0.94% |
$520K - $599K
|
2.45M
$63M
|
|
|
Aug 14, 2025
Q2 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
22.4K+ 7.92% |
$510K - $588K
|
305K
$7.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$502K - $578K
|
22K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Avenir Corp
Washington, DC |
BUY
|
- |
21.5K+ 55.2% |
$489K - $564K
|
60.3K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.4K+ 52.88% |
$488K - $562K
|
61.8K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.9K+ 6.67% |
$477K - $549K
|
334K
$8.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20.7K+ 106.72% |
$472K - $543K
|
40K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
20K+ 178.54% |
$456K - $526K
|
31.2K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.3K+ 2.5% |
$442K - $509K
|
792K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
18.6K+ 3.73% |
$425K - $490K
|
518K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$386K - $444K
|
16.9K
$434K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
16.8KNew |
$383K - $441K
|
16.8K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16K+ 164.52% |
$365K - $421K
|
25.7K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.9K+ 55.99% |
$363K - $418K
|
44.3K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
15.7K+ 2.33% |
$358K - $412K
|
688K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
14.9K+ 143.43% |
$340K - $392K
|
25.3K
$650K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.9K+ 28.77% |
$340K - $392K
|
66.7K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14KNew |
$319K - $368K
|
14K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.4KNew |
$306K - $353K
|
13.4K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.2K+ 25.64% |
$256K - $294K
|
54.9K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
11.1KNew |
$254K - $293K
|
11.1K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.1K+ 77.75% |
$254K - $292K
|
25.4K
$653K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 2435.15% |
$245K - $282K
|
11.2K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.7K+ 5.25% |
$244K - $281K
|
214K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.5KNew |
$239K - $275K
|
10.5K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 25.02% |
$235K - $271K
|
51.5K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
10.3K+ 25.02% |
$235K - $271K
|
51.5K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
10KNew |
$228K - $263K
|
10K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.62K+ 16.09% |
$219K - $253K
|
69.4K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.59K+ 14.02% |
$219K - $252K
|
78K
$2M
|