Purchases and Sales Made in Q4 2022 in Sprott Physical Gold Trust (PHYS)

PHYS Quotes by TradingView

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 06, 2023 Q4 2022
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
3K
+ 300.0%
$37.7K - $42.3K
4K $80.6K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
2.5K
+ 15.11%
$31.4K - $35.3K
19K $384K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
2.35K
+ 41.67%
$29.5K - $33.1K
7.99K $161K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.15K
+ 3.67%
$27K - $30.3K
60.7K $1.22M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.02K
+ 0.2%
$25.4K - $28.5K
1.02M $20.6M
Jan 05, 2023 Q4 2022
Optimum Investment Advisors

BUY
 -
1.7K
+ 8.54%
$21.4K - $24K
21.6K $435K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
1.6K
New
$20.1K - $22.6K
1.6K $32.2K
Feb 13, 2023 Q4 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.59K
+ 7.58%
$20K - $22.5K
22.6K $456K
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

BUY
 -
1.51K
+ 5.64%
$18.9K - $21.2K
28.2K $568K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.5K
+ 5.67%
$18.8K - $21.2K
27.9K $563K
Feb 07, 2023 Q4 2022
Claret Asset Management Corp

BUY
 -
1.2K
+ 1.69%
$15.1K - $16.9K
72K $1.45M
Feb 10, 2023 Q4 2022
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
1.1K
+ 5.49%
$13.8K - $15.5K
21.1K $425K
Feb 09, 2023 Q4 2022
Crown Wealth Group, LLC

BUY
 -
1.04K
+ 8.46%
$13.1K - $14.7K
13.3K $269K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
1K
New
$12.6K - $14.1K
1K $20.1K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
842
New
$10.6K - $11.9K
842 $17K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
800
New
$10K - $11.3K
800 $16.1K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
700
New
$8.79K - $9.87K
700 $14.1K
Feb 15, 2023 Q4 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
645
+ 5.59%
$8.1K - $9.09K
12.2K $245K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
529
New
$6.64K - $7.46K
529 $10.7K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
500
New
$6.28K - $7.05K
500 $10.1K
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
500
+ 2.38%
$6.28K - $7.05K
21.5K $433K
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
400
New
$5.02K - $5.64K
400 $8.06K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
350
+ 1.55%
$4.4K - $4.94K
23K $462K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
327
+ 0.15%
$4.11K - $4.61K
218K $4.38M
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

BUY
 -
275
+ 2.35%
$3.45K - $3.88K
12K $241K
Jan 18, 2023 Q4 2022
Cypress Wealth Services, LLC

BUY
 -
250
+ 0.66%
$3.14K - $3.53K
37.9K $764K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
218
+ 0.03%
$2.74K - $3.07K
778K $15.7M
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
216
New
$2.71K - $3.05K
216 $4.35K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
200
New
$2.51K - $2.82K
200 $4.03K
Jan 20, 2023 Q4 2022
G&S Capital LLC

BUY
 -
195
+ 0.3%
$2.45K - $2.75K
64.7K $1.3M
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
191
New
$2.4K - $2.69K
191 $3.85K
Feb 14, 2023 Q4 2022
Epic Trust Investment Advisors, LLC

BUY
 -
120
+ 1.1%
$1.51K - $1.69K
11.1K $223K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
100
+ 0.44%
$1.26K - $1.41K
22.7K $458K
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
100
+ 0.44%
$1.26K - $1.41K
22.7K $458K
Feb 09, 2023 Q4 2022
Waddell & Associates, LLC

SELL
 -
-14
- 0.04%
$176 - $197
37.8K $760K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

SELL
 -
-98
- 0.95%
$1.23K - $1.38K
10.2K $206K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-249
- 1.01%
$3.13K - $3.51K
24.4K $492K
Feb 07, 2023 Q4 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-249
- 62.25%
$3.13K - $3.51K
151 $3.04K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-268
- 0.12%
$3.37K - $3.78K
223K $4.49M
Jan 30, 2023 Q4 2022
Nadler Financial Group, Inc.

SELL
 -
-290
- 1.81%
$3.64K - $4.09K
15.8K $318K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

SELL
 -
-300
- 1.31%
$3.77K - $4.23K
22.6K $454K
Jan 03, 2023 Q4 2022
Lvm Capital Management LTD

SELL
 -
-300
- 0.68%
$3.77K - $4.23K
43.9K $885K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-326
- 0.08%
$4.09K - $4.6K
426K $8.58M
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-336
- 2.17%
$4.22K - $4.74K
15.1K $305K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

SELL
 -
-410
- 0.32%
$5.15K - $5.78K
126K $2.55M
Jan 31, 2023 Q4 2022
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-425
- 1.33%
$5.34K - $5.99K
31.4K $633K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-452
- 2.62%
$5.68K - $6.37K
16.8K $339K
Feb 06, 2023 Q4 2022
Financial Sense Advisors, Inc.

SELL
 -
-467
- 0.4%
$5.87K - $6.58K
116K $2.34M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-570
- 0.54%
$7.16K - $8.04K
105K $2.12M

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