Purchases and Sales Made in Q4 2024 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2024. 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 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.99MNew |
$39.1M - $43M
|
1.99M
$43.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
1.99M+ 5078.73% |
$39.1M - $43M
|
2.03M
$44.2M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
475KNew |
$9.34M - $10.3M
|
475K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
270K+ 14.86% |
$5.31M - $5.85M
|
2.09M
$45.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
224KNew |
$4.4M - $4.85M
|
224K
$4.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
220KNew |
$4.32M - $4.76M
|
220K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148K+ 8.37% |
$2.9M - $3.2M
|
1.91M
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
145K+ 3.57% |
$2.85M - $3.14M
|
4.2M
$91.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
103KNew |
$2.02M - $2.22M
|
103K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.9K+ 24.23% |
$1.96M - $2.16M
|
512K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
90K+ 8.25% |
$1.77M - $1.95M
|
1.18M
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.6K+ 27.66% |
$1.35M - $1.49M
|
317K
$6.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
54.6K+ 6.04% |
$1.07M - $1.18M
|
959K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49.7K+ 453.13% |
$978K - $1.08M
|
60.7K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
46.9K+ 23.4% |
$922K - $1.02M
|
247K
$5.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
40.9KNew |
$804K - $886K
|
40.9K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
35KNew |
$687K - $757K
|
35K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.6K+ 30.58% |
$661K - $729K
|
144K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
30.8K+ 42.93% |
$605K - $667K
|
103K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
27.7K+ 11.02% |
$544K - $600K
|
279K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23.5KNew |
$461K - $508K
|
23.5K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
22.3KNew |
$439K - $484K
|
22.3K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
19.5K+ 4.24% |
$384K - $423K
|
480K
$10.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
17.9K+ 38.31% |
$352K - $387K
|
64.6K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.7K+ 18.27% |
$348K - $384K
|
115K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17KNew |
$335K - $369K
|
17K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.7K+ 127.35% |
$250K - $276K
|
22.7K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.5KNew |
$246K - $271K
|
12.5K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.06% |
$244K - $268K
|
615K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1K+ 7.67% |
$239K - $263K
|
170K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.5K+ 1.76% |
$226K - $249K
|
667K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
11K+ 3.01% |
$216K - $238K
|
376K
$8.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.4K+ 5.57% |
$205K - $226K
|
198K
$4.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$197K - $217K
|
10K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.87K+ 3.73% |
$194K - $214K
|
275K
$5.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.3K+ 1.75% |
$163K - $180K
|
482K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.91K+ 19.61% |
$155K - $171K
|
48.2K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.18K+ 35.75% |
$141K - $155K
|
27.3K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.35K+ 14.25% |
$125K - $138K
|
50.9K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.12K+ 7.22% |
$120K - $133K
|
90.9K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.96K+ 5.59% |
$117K - $129K
|
113K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.49KNew |
$108K - $119K
|
5.49K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.85K+ 29.57% |
$95.4K - $105K
|
21.3K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73KNew |
$93K - $102K
|
4.73K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
4.64K+ 6.71% |
$91.2K - $100K
|
73.7K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
4.23K+ 9.69% |
$83.1K - $91.5K
|
47.8K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.02K+ 78.69% |
$79K - $87K
|
9.12K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.88K+ 25.04% |
$76.3K - $84.1K
|
19.4K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.8K+ 1.48% |
$74.8K - $82.4K
|
260K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.5K+ 7000.0% |
$68.8K - $75.8K
|
3.55K
$77.4K
|