Purchases and Sales Made in Q3 2025 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
140K+ 72.65% |
$3.51M - $4.15M
|
333K
$11.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
59.8KNew |
$1.5M - $1.77M
|
59.8K
$1.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
54K+ 32.03% |
$1.35M - $1.6M
|
222K
$7.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
52.3KNew |
$1.31M - $1.55M
|
52.3K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
51.2K+ 36.39% |
$1.28M - $1.52M
|
192K
$6.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
46.6KNew |
$1.17M - $1.38M
|
46.6K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
44.3K+ 2.2% |
$1.11M - $1.31M
|
2.06M
$68.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.4K+ 64.03% |
$684K - $810K
|
70.1K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.8K+ 16.01% |
$646K - $765K
|
187K
$6.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
21.1K+ 4.63% |
$529K - $626K
|
478K
$15.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.9KNew |
$447K - $529K
|
17.9K
$595K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
12.5K+ 15.52% |
$312K - $370K
|
92.9K
$3.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
10.5KNew |
$263K - $312K
|
10.5K
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10.5K+ 634.82% |
$263K - $311K
|
12.2K
$405K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.97KNew |
$224K - $266K
|
8.97K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
8.46K+ 3.95% |
$212K - $251K
|
222K
$7.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.37K+ 33.87% |
$209K - $248K
|
33.1K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.09KNew |
$202K - $240K
|
8.09K
$270K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
7.92K+ 49.85% |
$198K - $235K
|
23.8K
$793K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.82K+ 8.5% |
$196K - $232K
|
99.9K
$3.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.58K+ 120.24% |
$190K - $224K
|
13.9K
$462K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.51KNew |
$188K - $222K
|
7.51K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.2KNew |
$180K - $213K
|
7.2K
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
7.12KNew |
$178K - $211K
|
7.12K
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.11KNew |
$178K - $211K
|
7.11K
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.96KNew |
$174K - $206K
|
6.96K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
6.95KNew |
$174K - $206K
|
6.95K
$232K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.9KNew |
$173K - $204K
|
6.9K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.2K+ 8.4% |
$130K - $154K
|
67K
$2.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.24K+ 35.93% |
$106K - $125K
|
16K
$534K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.73K+ 0.65% |
$93.3K - $110K
|
576K
$19.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.74K+ 267.71% |
$68.7K - $81.3K
|
3.77K
$126K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.25K+ 1.91% |
$56.4K - $66.7K
|
120K
$4M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.63K+ 8.36% |
$40.7K - $48.1K
|
21.1K
$701K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
460+ 2.6% |
$11.5K - $13.6K
|
18.2K
$606K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
438+ 1.53% |
$11K - $13K
|
29K
$966K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 1.45% |
$10K - $11.8K
|
28K
$933K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$8.76K - $10.4K
|
350
$11.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
287New |
$7.18K - $8.5K
|
287
$9.56K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
282+ 2.13% |
$7.06K - $8.35K
|
13.6K
$451K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$25 - $29.6
|
1.54K
$51.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-81- 0.78% |
$2.03K - $2.4K
|
10.3K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-118- 0.67% |
$2.95K - $3.5K
|
17.5K
$584K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 0.08% |
$7.51K - $8.89K
|
380K
$12.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-331- 3.63% |
$8.28K - $9.8K
|
8.79K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-336- 1.03% |
$8.41K - $9.95K
|
32.2K
$1.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-381- 0.33% |
$9.53K - $11.3K
|
115K
$3.83M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-390- 1.11% |
$9.76K - $11.6K
|
34.6K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-441- 3.53% |
$11K - $13.1K
|
12K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-541- 0.67% |
$13.5K - $16K
|
80.1K
$2.67M
|