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 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
12KNew |
$236K - $260K
|
12K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
11.5K+ 1.16% |
$227K - $250K
|
1M
$26.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.5K+ 1.76% |
$226K - $249K
|
667K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.1KNew |
$218K - $241K
|
11.1K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
11K+ 3.01% |
$216K - $238K
|
376K
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.9K+ 3.88% |
$215K - $237K
|
292K
$7.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9KNew |
$213K - $235K
|
10.9K
$286K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 29.6% |
$207K - $229K
|
46.2K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.4K+ 5.57% |
$205K - $226K
|
198K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$197K - $217K
|
10K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.87K+ 3.73% |
$194K - $214K
|
275K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.87K+ 78.22% |
$194K - $214K
|
22.5K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.7K+ 86.5% |
$191K - $210K
|
20.9K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.55K+ 3.69% |
$188K - $207K
|
269K
$7.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.78K+ 27.12% |
$173K - $190K
|
41.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.51K+ 2.7% |
$167K - $184K
|
324K
$8.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.3K+ 1.75% |
$163K - $180K
|
482K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.21K+ 24.47% |
$161K - $178K
|
41.8K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.91K+ 19.61% |
$155K - $171K
|
48.2K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
7.47K+ 4.48% |
$147K - $162K
|
174K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.18K+ 35.75% |
$141K - $155K
|
27.3K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.45K+ 26.65% |
$127K - $140K
|
30.6K
$806K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
6.42K+ 9.23% |
$126K - $139K
|
76K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.35K+ 14.25% |
$125K - $138K
|
50.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.22K+ 3.35% |
$122K - $135K
|
192K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.12K+ 7.22% |
$120K - $133K
|
90.9K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6KNew |
$118K - $130K
|
6K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.97K+ 7.6% |
$117K - $129K
|
84.6K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.96K+ 5.59% |
$117K - $129K
|
113K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.95K+ 35.52% |
$117K - $129K
|
22.7K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.88K+ 2.5% |
$116K - $127K
|
241K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.49KNew |
$108K - $119K
|
5.49K
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.85K+ 29.57% |
$95.4K - $105K
|
21.3K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73KNew |
$93K - $102K
|
4.73K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
4.68K+ 0.53% |
$92K - $101K
|
886K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
4.64K+ 6.71% |
$91.2K - $100K
|
73.7K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.4KNew |
$86.5K - $95.3K
|
4.4K
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.37K+ 1.35% |
$85.8K - $94.5K
|
328K
$8.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
4.23K+ 9.69% |
$83.1K - $91.5K
|
47.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 11.72% |
$80K - $88.1K
|
38.8K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.02K+ 78.69% |
$79K - $87K
|
9.12K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.88K+ 25.04% |
$76.3K - $84.1K
|
19.4K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.8K+ 1.48% |
$74.8K - $82.4K
|
260K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.79K+ 17.18% |
$74.5K - $82.1K
|
25.9K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.78K+ 31.15% |
$74.3K - $81.9K
|
15.9K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.78KNew |
$74.2K - $81.8K
|
3.78K
$99.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.5K+ 7000.0% |
$68.8K - $75.8K
|
3.55K
$93.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.44K+ 16.22% |
$67.7K - $74.6K
|
24.7K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.44K+ 5.38% |
$67.5K - $74.4K
|
67.3K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.28K+ 32.79% |
$64.5K - $71K
|
13.3K
$349K
|