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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
294+ 0.62% |
$6.71K - $7.73K
|
47.4K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
250New |
$5.71K - $6.57K
|
250
$6.42K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 1.04% |
$4.56K - $5.26K
|
19.4K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
150New |
$3.42K - $3.94K
|
150
$3.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
125+ 13.89% |
$2.85K - $3.29K
|
1.03K
$26.3K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
100+ 0.47% |
$2.28K - $2.63K
|
21.6K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
64+ 0.12% |
$1.46K - $1.68K
|
51.4K
$1.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.07K - $1.24K
|
47
$1.21K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
45New |
$1.03K - $1.18K
|
45
$1.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
30New |
$685 - $789
|
30
$771
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
13+ 0.08% |
$297 - $342
|
16.6K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
13+ 0.07% |
$297 - $342
|
19.4K
$498K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13+ 0.93% |
$297 - $342
|
1.41K
$36.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 0.93% |
$297 - $342
|
1.41K
$36.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6- 0.06% |
$137 - $158
|
10.5K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 2.97% |
$251 - $289
|
359
$9.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12- 0.13% |
$274 - $315
|
8.96K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 0.01% |
$571 - $657
|
205K
$5.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-30- 0.22% |
$685 - $789
|
13.5K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-43- 0.44% |
$981 - $1.13K
|
9.73K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.56% |
$1.14K - $1.31K
|
8.83K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53- 0.1% |
$1.21K - $1.39K
|
53.9K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-64- 0.48% |
$1.46K - $1.68K
|
13.2K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-69- 0.29% |
$1.57K - $1.81K
|
23.5K
$603K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-85- 0.68% |
$1.94K - $2.23K
|
12.4K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-194- 0.32% |
$4.43K - $5.1K
|
60.1K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-197- 1.57% |
$4.5K - $5.18K
|
12.4K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-200- 0.5% |
$4.56K - $5.26K
|
39.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 0.24% |
$4.56K - $5.26K
|
84.8K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 0.56% |
$4.56K - $5.26K
|
35.7K
$917K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-250- 2.1% |
$5.71K - $6.57K
|
11.7K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-292- 0.22% |
$6.66K - $7.68K
|
131K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-354- 1.51% |
$8.08K - $9.31K
|
23K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-368- 3.48% |
$8.4K - $9.67K
|
10.2K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-379- 8.82% |
$8.65K - $9.96K
|
3.92K
$101K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-415- 41.5% |
$9.47K - $10.9K
|
585
$15K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-425- 2.34% |
$9.7K - $11.2K
|
17.7K
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-450- 2.75% |
$10.3K - $11.8K
|
15.9K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-500- 6.68% |
$11.4K - $13.1K
|
6.99K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-545- 4.71% |
$12.4K - $14.3K
|
11K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-612- 0.59% |
$14K - $16.1K
|
104K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-635- 1.53% |
$14.5K - $16.7K
|
40.9K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-658- 0.96% |
$15K - $17.3K
|
67.8K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-750- 19.86% |
$17.1K - $19.7K
|
3.03K
$77.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-761- 1.57% |
$17.4K - $20K
|
47.7K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-775- 0.33% |
$17.7K - $20.4K
|
237K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-800- 0.13% |
$18.3K - $21K
|
615K
$15.8M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-809- 2.26% |
$18.5K - $21.3K
|
35K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-812- 0.62% |
$18.5K - $21.3K
|
130K
$3.33M
|