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 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.33K+ 1.52% |
$53.1K - $61.2K
|
155K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.18K+ 35.24% |
$49.6K - $57.2K
|
8.35K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.09K+ 3.52% |
$47.6K - $54.8K
|
61.4K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2K+ 2.01% |
$45.6K - $52.6K
|
102K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.9K+ 5.54% |
$43.3K - $49.9K
|
36.2K
$930K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.86K+ 8.08% |
$42.5K - $49K
|
24.9K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 21.64% |
$41.8K - $48.1K
|
10.3K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.77K+ 13.71% |
$40.5K - $46.6K
|
14.7K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 80.1% |
$40K - $46K
|
3.94K
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.52KNew |
$34.6K - $39.9K
|
1.52K
$39K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.49K+ 9.1% |
$34K - $39.1K
|
17.9K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.35K+ 12.19% |
$30.8K - $35.5K
|
12.4K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
1.3K+ 2.73% |
$29.7K - $34.3K
|
49.1K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.3K+ 5.17% |
$29.6K - $34K
|
26.4K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.29K+ 0.5% |
$29.4K - $33.9K
|
258K
$6.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 2.95% |
$28K - $32.2K
|
42.7K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.2KNew |
$27.4K - $31.5K
|
1.2K
$30.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.1K+ 3.89% |
$25.1K - $28.9K
|
29.4K
$755K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.09K+ 6.2% |
$25K - $28.8K
|
18.7K
$481K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.01K+ 79.64% |
$23.1K - $26.6K
|
2.29K
$58.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$22.8K - $26.3K
|
1K
$25.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1K+ 9.09% |
$22.8K - $26.3K
|
12K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 1.26% |
$22.8K - $26.3K
|
80.4K
$2.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
925+ 7.48% |
$21.1K - $24.3K
|
13.3K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
903New |
$20.6K - $23.7K
|
903
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
855+ 129.55% |
$19.5K - $22.5K
|
1.52K
$38.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
791+ 2.43% |
$18.1K - $20.8K
|
33.4K
$857K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
772+ 0.84% |
$17.6K - $20.3K
|
92.5K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
692New |
$15.8K - $18.2K
|
692
$17.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
655+ 0.07% |
$14.9K - $17.2K
|
973K
$25M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
600New |
$13.7K - $15.8K
|
600
$15.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
600+ 2.05% |
$13.7K - $15.8K
|
29.8K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
600+ 2.77% |
$13.7K - $15.8K
|
22.2K
$571K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
590+ 2.4% |
$13.5K - $15.5K
|
25.2K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
500+ 52.58% |
$11.4K - $13.1K
|
1.45K
$37.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 11.11% |
$11.4K - $13.1K
|
5K
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
482New |
$11K - $12.7K
|
482
$12.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
447+ 2.97% |
$10.2K - $11.8K
|
15.5K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
441+ 11.29% |
$10.1K - $11.6K
|
4.35K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
435+ 0.92% |
$9.93K - $11.4K
|
47.6K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
428+ 0.27% |
$9.77K - $11.3K
|
160K
$4.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
407+ 59.77% |
$9.29K - $10.7K
|
1.09K
$28K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400+ 66.67% |
$9.13K - $10.5K
|
1K
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400+ 36.36% |
$9.13K - $10.5K
|
1.5K
$38.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
395New |
$9.01K - $10.4K
|
395
$10.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
383New |
$8.74K - $10.1K
|
383
$9.84K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
381+ 0.33% |
$8.69K - $10K
|
115K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
372+ 2.12% |
$8.49K - $9.78K
|
17.9K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346+ 5.23% |
$7.9K - $9.1K
|
6.96K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
333+ 2.09% |
$7.6K - $8.75K
|
16.3K
$418K
|