Purchases and Sales Made in Q3 2023 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q3 2023. 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, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.3K- 5.75% |
$18.6K - $20.1K
|
21.3K
$552K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.4K- 2.79% |
$20K - $21.6K
|
48.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.4K- 2.88% |
$20K - $21.6K
|
47.2K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 1.09% |
$21.6K - $23.2K
|
137K
$3.54M
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.58K- 1.97% |
$22.6K - $24.3K
|
78.5K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.58K- 1.61% |
$22.7K - $24.4K
|
97K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.66K- 1.51% |
$23.7K - $25.5K
|
108K
$2.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.69K- 0.89% |
$24.2K - $26.1K
|
189K
$4.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 11.15% |
$25.8K - $27.8K
|
14.3K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 0.66% |
$28.2K - $30.4K
|
294K
$7.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 6.35% |
$28.6K - $30.9K
|
29.5K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 79.81% |
$29.9K - $32.2K
|
528
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.34K- 1.76% |
$33.5K - $36.1K
|
131K
$3.39M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.5K- 4.15% |
$35.8K - $38.6K
|
57.8K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.69K- 2.3% |
$38.5K - $41.5K
|
114K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.9K- 11.5% |
$41.5K - $44.7K
|
22.3K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.91K- 4.51% |
$41.6K - $44.8K
|
61.5K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 1.79% |
$43K - $46.3K
|
164K
$4.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-3K- 8.06% |
$43K - $46.3K
|
34.2K
$886K
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-3.08K- 0.95% |
$44.2K - $47.6K
|
321K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 4.22% |
$45.1K - $48.5K
|
71.4K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.28K- 21.86% |
$47K - $50.6K
|
11.7K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.39K- 8.29% |
$48.6K - $52.3K
|
37.5K
$972K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.4K- 0.91% |
$48.6K - $52.4K
|
372K
$9.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.5K- 26.46% |
$50.1K - $54K
|
9.73K
$252K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-3.64K- 17.6% |
$52.1K - $56.2K
|
17K
$441K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4K- 7.47% |
$57.3K - $61.7K
|
49.5K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.13K- 4.01% |
$59.1K - $63.6K
|
98.9K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-4.29K- 3.27% |
$61.4K - $66.2K
|
127K
$3.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.3K- 15.02% |
$61.6K - $66.3K
|
24.3K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.37K- 8.55% |
$62.5K - $67.4K
|
46.7K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.8K- 26.46% |
$68.7K - $74.1K
|
13.3K
$346K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.88K- 11.25% |
$69.9K - $75.3K
|
38.5K
$998K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.02K- 2.86% |
$71.9K - $77.5K
|
171K
$4.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-5.3K- 3.59% |
$75.9K - $81.8K
|
142K
$3.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.47K- 12.99% |
$78.4K - $84.5K
|
36.7K
$950K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.7K- 3.75% |
$81.7K - $88K
|
146K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.81K- 16.68% |
$83.1K - $89.6K
|
29K
$751K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.82K- 5.63% |
$83.3K - $89.7K
|
97.6K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.9K- 23.41% |
$84.5K - $91K
|
19.3K
$500K
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-6.22K- 1.37% |
$89K - $95.9K
|
447K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6.46K- 2.27% |
$92.5K - $99.7K
|
278K
$7.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.49K- 1.02% |
$92.9K - $100K
|
632K
$16.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-6.96K- 4.13% |
$99.7K - $107K
|
162K
$4.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-7K- 2.24% |
$100K - $108K
|
306K
$7.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-7.2K- 13.0% |
$103K - $111K
|
48.2K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.61K- 19.5% |
$109K - $117K
|
31.4K
$814K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7.8K- 11.62% |
$112K - $120K
|
59.3K
$1.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-8K- 7.0% |
$115K - $123K
|
106K
$2.75M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-8.92K- 1.65% |
$128K - $138K
|
532K
$13.8M
|