Purchases and Sales Made in Q4 2021 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
22.3K+ 5.04% |
$307K - $327K
|
464K
$9.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
22KNew |
$303K - $323K
|
22K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
21.9K+ 5.17% |
$302K - $322K
|
446K
$9.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.5K+ 2.37% |
$282K - $301K
|
883K
$17.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.4K+ 10.44% |
$282K - $300K
|
216K
$4.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 28.48% |
$277K - $296K
|
90.8K
$1.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
18.8K+ 2.15% |
$259K - $276K
|
892K
$18M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.7KNew |
$257K - $274K
|
18.7K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 30.35% |
$228K - $243K
|
71.1K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.2KNew |
$224K - $238K
|
16.2K
$328K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16KNew |
$221K - $235K
|
16K
$324K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$219K - $233K
|
15.9K
$321K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
15.6K+ 10.92% |
$215K - $229K
|
158K
$3.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
15.2K+ 138.08% |
$209K - $223K
|
26.2K
$529K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
14.6K+ 70.6% |
$201K - $214K
|
35.3K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2K+ 18.09% |
$196K - $209K
|
93K
$1.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.9KNew |
$192K - $205K
|
13.9K
$281K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
13.7K+ 73.47% |
$189K - $201K
|
32.3K
$653K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
13.7KNew |
$189K - $201K
|
13.7K
$276K
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
13.2KNew |
$182K - $194K
|
13.2K
$267K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
12.8KNew |
$176K - $187K
|
12.8K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6K+ 273.73% |
$174K - $185K
|
17.2K
$348K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12.1K+ 1.01% |
$167K - $178K
|
1.21M
$24.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11.7KNew |
$161K - $172K
|
11.7K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.1KNew |
$153K - $164K
|
11.1K
$225K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
10.9K+ 16.67% |
$151K - $161K
|
76.6K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.2KNew |
$140K - $149K
|
10.2K
$205K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.1KNew |
$139K - $148K
|
10.1K
$204K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10K+ 39.22% |
$138K - $147K
|
35.5K
$717K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.54K+ 5.42% |
$131K - $140K
|
186K
$3.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
9KNew |
$124K - $132K
|
9K
$182K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
8.9KNew |
$123K - $131K
|
8.9K
$180K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.85K+ 1.46% |
$122K - $130K
|
616K
$12.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
8.28K+ 2.87% |
$114K - $122K
|
297K
$6M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.18KNew |
$113K - $120K
|
8.18K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 60.67% |
$107K - $115K
|
20.7K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.4K+ 5.21% |
$102K - $109K
|
149K
$3.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
6.94K+ 0.92% |
$95.6K - $102K
|
760K
$15.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.66KNew |
$91.7K - $97.8K
|
6.66K
$135K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
6.2K+ 1.55% |
$85.4K - $91K
|
406K
$8.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.07K+ 49.2% |
$83.7K - $89.2K
|
18.4K
$372K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.06K+ 4.41% |
$83.5K - $89.1K
|
143K
$2.9M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.76KNew |
$79.4K - $84.6K
|
5.76K
$116K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.68KNew |
$78.3K - $83.4K
|
5.68K
$115K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.67K+ 2.91% |
$78.1K - $83.3K
|
201K
$4.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
5.29K+ 31.52% |
$72.8K - $77.7K
|
22.1K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.05K+ 70.61% |
$69.6K - $74.2K
|
12.2K
$247K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
5K+ 20.0% |
$68.9K - $73.5K
|
30K
$606K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.89K+ 6.93% |
$67.4K - $71.8K
|
75.5K
$1.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4K+ 3.3% |
$55.1K - $58.8K
|
125K
$2.53M
|