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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
340+ 0.08% |
$6.68K - $7.36K
|
416K
$9.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
229+ 0.07% |
$4.5K - $4.96K
|
327K
$7.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
224+ 0.97% |
$4.4K - $4.85K
|
23.2K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 15.79% |
$2.95K - $3.25K
|
1.1K
$24.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
60+ 0.42% |
$1.18K - $1.3K
|
14.5K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$118 - $130
|
30.1K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.05% |
$78.6 - $86.6
|
7.3K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 0.08% |
$98.3 - $108
|
6.3K
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6- 1.9% |
$118 - $130
|
309
$6.85K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-19- 0.14% |
$374 - $412
|
13.2K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-50- 0.32% |
$983 - $1.08K
|
15.4K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-100- 0.05% |
$1.97K - $2.17K
|
207K
$4.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-128- 0.47% |
$2.52K - $2.77K
|
26.9K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-195- 1.83% |
$3.83K - $4.22K
|
10.4K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-337- 1.81% |
$6.63K - $7.3K
|
18.2K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-400- 0.12% |
$7.86K - $8.66K
|
323K
$7.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-510- 0.47% |
$10K - $11K
|
108K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-514- 2.48% |
$10.1K - $11.1K
|
20.2K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-656- 0.8% |
$12.9K - $14.2K
|
81.4K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.04K- 1.7% |
$20.4K - $22.5K
|
60K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 42.51% |
$21.8K - $24K
|
1.5K
$33.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 8.49% |
$23.2K - $25.6K
|
12.7K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 0.52% |
$23.5K - $25.9K
|
226K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.25K- 2.26% |
$24.6K - $27.1K
|
54.1K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.27K- 8.0% |
$25K - $27.5K
|
14.6K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.5K- 12.82% |
$29.5K - $32.5K
|
10.2K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.5K- 10.73% |
$29.5K - $32.5K
|
12.5K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.87K- 0.23% |
$36.8K - $40.6K
|
822K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 0.96% |
$47.3K - $52.1K
|
248K
$5.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.46K- 3.33% |
$48.3K - $53.2K
|
71.2K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.47K- 99.92% |
$48.6K - $53.6K
|
2
$44.3
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.8% |
$54K - $59.5K
|
28.5K
$631K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3K- 40.0% |
$59K - $65K
|
4.5K
$99.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.11K- 3.52% |
$61K - $67.3K
|
85.1K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.17K- 3.26% |
$62.3K - $68.7K
|
94K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.19K- 3.91% |
$62.7K - $69.1K
|
78.3K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.9K- 1.56% |
$76.7K - $84.5K
|
246K
$5.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.92K- 3.08% |
$77.1K - $85K
|
123K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 2.52% |
$79.2K - $87.2K
|
156K
$3.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.35K- 3.6% |
$85.5K - $94.2K
|
116K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.43K- 1.48% |
$87.1K - $95.9K
|
295K
$6.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-4.44K- 1.15% |
$87.2K - $96.1K
|
382K
$8.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.62K- 11.31% |
$90.8K - $100K
|
36.2K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.69K- 9.44% |
$92.2K - $102K
|
45K
$997K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.71K- 4.81% |
$92.5K - $102K
|
93.2K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.71K- 11.51% |
$112K - $124K
|
43.9K
$973K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.8K- 14.27% |
$114K - $126K
|
34.9K
$773K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.03K- 19.12% |
$119K - $131K
|
25.5K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.7K- 13.7% |
$132K - $145K
|
42.2K
$935K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.41K- 2.98% |
$146K - $160K
|
241K
$5.34M
|