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 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-812- 0.62% |
$18.5K - $21.3K
|
130K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-860- 1.24% |
$19.6K - $22.6K
|
68.7K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-870- 0.64% |
$19.9K - $22.9K
|
135K
$3.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-997- 2.33% |
$22.8K - $26.2K
|
41.8K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1K- 9.09% |
$22.8K - $26.3K
|
10K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 2.43% |
$22.8K - $26.3K
|
40.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 5.17% |
$22.8K - $26.3K
|
18.3K
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 3.07% |
$22.8K - $26.3K
|
31.5K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 1.5% |
$22.8K - $26.3K
|
65.6K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.2K- 6.2% |
$27.4K - $31.6K
|
18.2K
$467K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.26K- 6.07% |
$28.8K - $33.2K
|
19.6K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.29K- 9.35% |
$29.4K - $33.9K
|
12.5K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.43K- 1.4% |
$32.7K - $37.6K
|
101K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.5K- 85.23% |
$34.1K - $39.3K
|
259
$6.65K
|
|
|
Jul 30, 2025
Q2 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.68K- 1.88% |
$38.3K - $44.2K
|
87.5K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.71K- 5.64% |
$39K - $44.9K
|
28.6K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.85K- 4.42% |
$42.3K - $48.7K
|
40.1K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 4.82% |
$42.9K - $49.5K
|
37.1K
$954K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.94K- 5.27% |
$44.3K - $51K
|
34.8K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.98K- 24.89% |
$45.1K - $51.9K
|
5.96K
$153K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2K- 9.09% |
$45.6K - $52.6K
|
20K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.04K- 6.88% |
$46.6K - $53.6K
|
27.6K
$710K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.11K- 6.48% |
$48.2K - $55.6K
|
30.5K
$784K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.16K- 6.86% |
$49.2K - $56.7K
|
29.3K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 16.42% |
$49.4K - $56.9K
|
11K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.5K- 5.48% |
$57.1K - $65.7K
|
43.1K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.52K- 1.54% |
$57.5K - $66.3K
|
161K
$4.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.6K- 2.87% |
$59.3K - $68.4K
|
88K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.65K- 7.63% |
$60.5K - $69.7K
|
32.1K
$824K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-2.93K- 1.27% |
$66.8K - $77K
|
228K
$5.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.95K- 24.2% |
$67.2K - $77.4K
|
9.23K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.98K- 6.06% |
$68K - $78.3K
|
46.2K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.99K- 15.8% |
$68.3K - $78.7K
|
15.9K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.05K- 1.76% |
$69.6K - $80.2K
|
170K
$4.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.2K- 10.18% |
$73K - $84.2K
|
28.3K
$726K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-3.38K- 0.98% |
$77.2K - $89K
|
342K
$8.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.43K- 1.48% |
$78.2K - $90.1K
|
228K
$5.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.79K- 14.31% |
$86.4K - $99.6K
|
22.7K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.9K- 7.59% |
$89K - $103K
|
47.5K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-4K- 17.39% |
$91.3K - $105K
|
19K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.07K- 6.36% |
$92.9K - $107K
|
59.9K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.24K- 5.24% |
$96.6K - $111K
|
76.7K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.26K- 1.66% |
$97.2K - $112K
|
253K
$6.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.4K- 4.56% |
$100K - $116K
|
92.1K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.41K- 7.23% |
$101K - $116K
|
56.6K
$1.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.49K- 1.5% |
$102K - $118K
|
295K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.64K- 1.79% |
$106K - $122K
|
255K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.81K- 16.78% |
$110K - $126K
|
23.8K
$613K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 11.46% |
$112K - $129K
|
37.9K
$973K
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-4.99K- 2.47% |
$114K - $131K
|
197K
$5.07M
|