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 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
430K+ 552.0% |
$10.8M - $12.7M
|
508K
$16.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
140K+ 72.65% |
$3.51M - $4.15M
|
333K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.5K+ 6.64% |
$2.41M - $2.86M
|
1.55M
$51.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
71.8KNew |
$1.8M - $2.13M
|
71.8K
$2.39M
|
|
|
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 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
38.4K+ 11.43% |
$962K - $1.14M
|
375K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31K+ 199.8% |
$775K - $918K
|
46.5K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
29.8KNew |
$746K - $883K
|
29.8K
$993K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.4K+ 64.03% |
$684K - $810K
|
70.1K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27.1K+ 34.81% |
$678K - $803K
|
105K
$3.5M
|
|
|
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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 31.01% |
$291K - $344K
|
49.1K
$1.64M
|
|
|
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 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
7.57KNew |
$189K - $224K
|
7.57K
$252K
|
|
|
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 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.43K+ 9.25% |
$85.9K - $102K
|
40.6K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.4K+ 12.88% |
$84.9K - $101K
|
29.8K
$991K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.19K+ 45.85% |
$79.8K - $94.5K
|
10.2K
$338K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.74K+ 267.71% |
$68.7K - $81.3K
|
3.77K
$126K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 6.14% |
$58.2K - $68.9K
|
40.2K
$1.34M
|
|
|
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
|