Purchases and Sales Made in Q3 2022 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.5K+ 15.11% |
$194K - $219K
|
118K
$2.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
15.4K+ 96.41% |
$193K - $219K
|
31.4K
$637K
|
|
|
Nov 02, 2022
Q3 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
15K+ 14.61% |
$188K - $213K
|
118K
$2.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 1.88% |
$180K - $204K
|
778K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13.8K+ 5.16% |
$173K - $196K
|
282K
$5.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.6K+ 52.78% |
$157K - $178K
|
36.4K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 86.9% |
$154K - $175K
|
26.5K
$537K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 14.67% |
$153K - $174K
|
95.9K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 9.87% |
$153K - $174K
|
136K
$2.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
12.1K+ 5.87% |
$152K - $172K
|
219K
$4.43M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.5KNew |
$144K - $164K
|
11.5K
$234K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.5KNew |
$131K - $149K
|
10.5K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.3K+ 83.74% |
$129K - $146K
|
22.6K
$458K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
10K+ 46.86% |
$125K - $142K
|
31.3K
$636K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.69K+ 3.91% |
$121K - $137K
|
257K
$5.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.58K+ 4.5% |
$120K - $136K
|
222K
$4.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.2K+ 18.6% |
$115K - $130K
|
58.7K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
9.2K+ 21.15% |
$115K - $130K
|
52.7K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8.67K+ 1.06% |
$109K - $123K
|
827K
$16.8M
|
|
|
Oct 13, 2022
Q3 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
7.81K+ 4.94% |
$97.8K - $111K
|
166K
$3.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
7.2K+ 0.81% |
$90.2K - $102K
|
894K
$18.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$83.4K - $94.4K
|
6.66K
$135K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.35KNew |
$79.6K - $90K
|
6.35K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.01K+ 270.01% |
$75.2K - $85.1K
|
8.23K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.99K+ 11.14% |
$75K - $84.9K
|
59.8K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Lane Generational LLC
|
BUY
|
- |
5.21K+ 12.14% |
$65.3K - $73.9K
|
48.1K
$976K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
5.21KNew |
$65.2K - $73.8K
|
5.21K
$106K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.13KNew |
$64.2K - $72.6K
|
5.13K
$104K
|
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.41K+ 0.96% |
$55.2K - $62.5K
|
463K
$9.38M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.85K+ 30.3% |
$48.2K - $54.5K
|
16.5K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 0.57% |
$48.1K - $54.4K
|
680K
$13.8M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.8K+ 26.88% |
$47.6K - $53.8K
|
17.9K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.6K+ 4.95% |
$45K - $50.9K
|
76.2K
$1.54M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 11.7% |
$44.6K - $50.5K
|
34K
$690K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.49K+ 9.64% |
$43.7K - $49.5K
|
39.7K
$805K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.38K+ 22.5% |
$42.3K - $47.8K
|
18.4K
$373K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.37KNew |
$42.2K - $47.7K
|
3.37K
$68.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
3.06K+ 10.74% |
$38.3K - $43.3K
|
31.5K
$640K
|
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.05K+ 9.1% |
$38.2K - $43.2K
|
36.6K
$741K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.59K+ 3.01% |
$32.4K - $36.7K
|
88.4K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.29K+ 111.87% |
$28.7K - $32.4K
|
4.34K
$88K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.21K+ 4.73% |
$27.7K - $31.3K
|
48.9K
$992K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.91K+ 17.58% |
$23.9K - $27K
|
12.7K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.88K+ 0.75% |
$23.5K - $26.6K
|
252K
$5.12M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.69K+ 4.45% |
$21.2K - $24K
|
39.7K
$805K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.53K+ 9.56% |
$19.1K - $21.6K
|
17.5K
$355K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.41KNew |
$17.6K - $19.9K
|
1.41K
$28.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.35K+ 1.32% |
$16.9K - $19.1K
|
103K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 1.88% |
$14.4K - $16.4K
|
62.6K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1K+ 25.0% |
$12.5K - $14.2K
|
5K
$101K
|