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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.22K- 1.37% |
$30.5K - $36.1K
|
88K
$2.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.24K- 7.76% |
$30.9K - $36.6K
|
14.7K
$490K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.29K- 2.63% |
$32.3K - $38.3K
|
47.8K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.67K- 0.64% |
$41.7K - $49.4K
|
258K
$8.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.97K- 18.89% |
$49.4K - $58.5K
|
8.48K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.56K- 0.75% |
$64K - $75.8K
|
339K
$11.3M
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.95K- 2.93% |
$73.8K - $87.3K
|
97.8K
$3.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.45K- 23.07% |
$111K - $132K
|
14.8K
$494K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.61K- 0.69% |
$115K - $137K
|
668K
$22.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.1K- 10.74% |
$128K - $151K
|
42.4K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.13K- 14.18% |
$128K - $152K
|
31.1K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.3K- 18.74% |
$132K - $157K
|
23K
$765K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.15K- 93.69% |
$154K - $182K
|
414
$13.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8K- 40.0% |
$200K - $237K
|
12K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-15.6K- 18.42% |
$391K - $463K
|
69.2K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.8K- 9.03% |
$696K - $824K
|
280K
$9.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-59.4K- 99.8% |
$1.49M - $1.76M
|
118
$3.93K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-305K- 6.3% |
$7.63M - $9.03M
|
4.54M
$151M
|