Purchases and Sales Made in Q4 2022 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2022. 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, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.9KNew |
$313K - $352K
|
24.9K
$502K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.3KNew |
$293K - $328K
|
23.3K
$469K
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
BUY
|
- |
22.9K+ 4.49% |
$288K - $323K
|
533K
$10.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
22.6KNew |
$284K - $319K
|
22.6K
$455K
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
BUY
|
- |
22.3KNew |
$280K - $314K
|
22.3K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.8K+ 134.79% |
$274K - $307K
|
38K
$765K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.6KNew |
$272K - $305K
|
21.6K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19.4K+ 7.71% |
$244K - $274K
|
272K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
18.6KNew |
$234K - $262K
|
18.6K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.1K+ 100.0% |
$228K - $256K
|
36.3K
$731K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.9KNew |
$225K - $252K
|
17.9K
$360K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
17.7KNew |
$222K - $249K
|
17.7K
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
15.3K+ 48.52% |
$192K - $216K
|
46.8K
$943K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14.5KNew |
$182K - $204K
|
14.5K
$292K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.2K+ 4.45% |
$179K - $201K
|
335K
$6.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 34.66% |
$177K - $199K
|
54.8K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 49.89% |
$166K - $186K
|
39.7K
$800K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$157K - $176K
|
12.5K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.3KNew |
$155K - $174K
|
12.3K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 4012.0% |
$151K - $170K
|
12.3K
$248K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
11.7KNew |
$147K - $165K
|
11.7K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.7KNew |
$146K - $164K
|
11.7K
$235K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
11.6KNew |
$146K - $164K
|
11.6K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.6K+ 66.34% |
$146K - $164K
|
29.1K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.2KNew |
$141K - $158K
|
11.2K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 17.06% |
$135K - $152K
|
73.8K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.2KNew |
$127K - $143K
|
10.2K
$204K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.8K+ 4.78% |
$123K - $138K
|
215K
$4.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.75K+ 2786.0% |
$122K - $137K
|
10.1K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 25.24% |
$108K - $121K
|
42.6K
$858K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.55KNew |
$107K - $121K
|
8.55K
$172K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.43K+ 21.23% |
$106K - $119K
|
48.1K
$969K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
8.37K+ 1.02% |
$105K - $118K
|
832K
$16.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.62K+ 1.05% |
$95.7K - $107K
|
732K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7.3K+ 19.97% |
$91.7K - $103K
|
43.9K
$883K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.16K+ 7.3% |
$89.9K - $101K
|
105K
$2.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.85K+ 37.26% |
$86K - $96.5K
|
25.2K
$508K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.77KNew |
$85K - $95.5K
|
6.77K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.47K+ 4.73% |
$81.3K - $91.3K
|
143K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.43KNew |
$80.7K - $90.6K
|
6.43K
$129K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.38KNew |
$80.2K - $90K
|
6.38K
$129K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.37K+ 43.63% |
$80K - $89.8K
|
21K
$422K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
6K+ 27.78% |
$75.4K - $84.6K
|
27.6K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.52K+ 10.67% |
$69.4K - $77.9K
|
57.3K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
5.2K+ 10.79% |
$65.2K - $73.2K
|
53.3K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5KNew |
$62.8K - $70.5K
|
5K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5K+ 14.13% |
$62.8K - $70.5K
|
40.4K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5KNew |
$62.8K - $70.5K
|
5K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.24KNew |
$53.3K - $59.8K
|
4.24K
$85.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.07KNew |
$38.5K - $43.2K
|
3.07K
$61.7K
|