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 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
8.5KNew |
$194K - $223K
|
8.5K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.4KNew |
$192K - $221K
|
8.4K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.38K+ 13.81% |
$191K - $220K
|
69.1K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.34KNew |
$190K - $219K
|
8.34K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.28KNew |
$189K - $218K
|
8.28K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
8.19KNew |
$187K - $215K
|
8.19K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.17KNew |
$186K - $215K
|
8.17K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.13K+ 90.28% |
$185K - $214K
|
17.1K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8K+ 74.07% |
$183K - $210K
|
18.8K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.64K+ 6.44% |
$174K - $201K
|
126K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.26K+ 8.18% |
$166K - $191K
|
96K
$2.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.19K+ 32.44% |
$164K - $189K
|
29.4K
$754K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.13K+ 2307.12% |
$163K - $187K
|
7.44K
$191K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.03K+ 65.97% |
$160K - $185K
|
17.7K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7.03K+ 45.82% |
$160K - $185K
|
22.4K
$574K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.91K+ 1.04% |
$158K - $182K
|
672K
$17.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.79K+ 33.45% |
$155K - $179K
|
27.1K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
6.6K+ 25.39% |
$151K - $174K
|
32.6K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53K+ 4.85% |
$149K - $172K
|
141K
$3.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.22K+ 1796.53% |
$142K - $163K
|
6.56K
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.05K+ 0.7% |
$138K - $159K
|
866K
$22.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.02K+ 55.42% |
$137K - $158K
|
16.9K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
5.45K+ 7.27% |
$124K - $143K
|
80.4K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.92K+ 2.75% |
$112K - $129K
|
184K
$4.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.78K+ 6.71% |
$109K - $126K
|
76K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.71K+ 13.62% |
$108K - $124K
|
39.3K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.38K+ 33.0% |
$99.8K - $115K
|
17.6K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.35K+ 0.7% |
$99.3K - $114K
|
625K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.1KNew |
$93.6K - $108K
|
4.1K
$105K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.05K+ 7.75% |
$92.4K - $106K
|
56.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4K+ 51.28% |
$91.2K - $105K
|
11.8K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.91K+ 26.82% |
$89.2K - $103K
|
18.5K
$475K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.5K+ 1.56% |
$79.8K - $92K
|
227K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.38K+ 15.74% |
$77.2K - $88.9K
|
24.9K
$639K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.05K+ 3.25% |
$69.6K - $80.2K
|
96.8K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3K+ 1.63% |
$68.5K - $78.9K
|
187K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99K+ 19.23% |
$68.3K - $78.7K
|
18.6K
$477K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.99K+ 5.31% |
$68.3K - $78.7K
|
59.4K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.98K+ 3.53% |
$68K - $78.3K
|
87.3K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.95K+ 2.92% |
$67.3K - $77.6K
|
104K
$2.67M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.81KNew |
$64.2K - $73.9K
|
2.81K
$72.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.8K+ 4.92% |
$63.9K - $73.6K
|
59.8K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.75K+ 77.46% |
$62.8K - $72.3K
|
6.3K
$162K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 4.73% |
$60.1K - $69.2K
|
58.4K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.43K+ 3.11% |
$55.4K - $63.8K
|
80.6K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.35K+ 7.68% |
$53.7K - $61.9K
|
33K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.35K+ 13.84% |
$53.5K - $61.7K
|
19.3K
$495K
|