Purchases and Sales Made in Q4 2023 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2023. 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 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.3K+ 2.44% |
$272K - $311K
|
812K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.1KNew |
$268K - $307K
|
19.1K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
18KNew |
$253K - $290K
|
18K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
17.9K+ 76.92% |
$251K - $288K
|
41.1K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 1.17% |
$246K - $282K
|
1.5M
$39M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
17.2KNew |
$242K - $277K
|
17.2K
$444K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
17K+ 4.6% |
$239K - $274K
|
386K
$10M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
16.9KNew |
$237K - $272K
|
16.9K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$226K - $258K
|
16K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
15.8K+ 5.67% |
$222K - $255K
|
294K
$7.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 3.84% |
$222K - $255K
|
427K
$11.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.6KNew |
$219K - $251K
|
15.6K
$403K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.2KNew |
$200K - $228K
|
14.2K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
14.2KNew |
$199K - $228K
|
14.2K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 3.43% |
$192K - $220K
|
412K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13KNew |
$183K - $210K
|
13K
$337K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 35.81% |
$179K - $205K
|
48.3K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
12.2K+ 25.31% |
$172K - $197K
|
60.4K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$165K - $189K
|
11.7K
$304K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
11.7KNew |
$165K - $189K
|
11.7K
$303K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
11.2KNew |
$157K - $180K
|
11.2K
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1KNew |
$157K - $180K
|
11.1K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.1KNew |
$157K - $180K
|
11.1K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
11K+ 1.32% |
$155K - $177K
|
845K
$21.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 37.23% |
$147K - $168K
|
38.5K
$998K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.3KNew |
$145K - $166K
|
10.3K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
9.11K+ 0.98% |
$128K - $147K
|
941K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.06K+ 3.48% |
$128K - $146K
|
270K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.86K+ 18.59% |
$125K - $143K
|
56.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.33K+ 1.18% |
$117K - $134K
|
712K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.27K+ 7.25% |
$116K - $133K
|
122K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.79K+ 6.3% |
$110K - $126K
|
131K
$3.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
7.6K+ 5.99% |
$107K - $123K
|
135K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.75K+ 2.37% |
$95K - $109K
|
292K
$7.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
6.55K+ 57.42% |
$92.2K - $106K
|
17.9K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.31K+ 2.09% |
$74.8K - $85.6K
|
259K
$6.71M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.01K+ 14.65% |
$70.6K - $80.8K
|
39.2K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5K+ 26.46% |
$70.4K - $80.6K
|
23.9K
$619K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
4.96K+ 11.73% |
$69.9K - $80K
|
47.2K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.96K+ 0.81% |
$69.9K - $80K
|
614K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.89K+ 15.75% |
$68.9K - $78.9K
|
36K
$932K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.62K+ 124.08% |
$65K - $74.4K
|
8.34K
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.54K+ 2.4% |
$63.9K - $73.2K
|
194K
$5.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.5K+ 14.91% |
$63.4K - $72.5K
|
34.7K
$899K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.48K+ 2.37% |
$63.1K - $72.2K
|
194K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.27K+ 7.37% |
$60.1K - $68.8K
|
62.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.23K+ 2.45% |
$59.5K - $68.1K
|
176K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 29.15% |
$58.9K - $67.4K
|
18.5K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 749.62% |
$55.7K - $63.8K
|
4.49K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.73K+ 3.29% |
$52.6K - $60.2K
|
117K
$3.03M
|