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 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.25KNew |
$63.9K - $70.4K
|
3.25K
$84K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.09K+ 19.02% |
$60.8K - $67K
|
19.4K
$500K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.96K+ 98.67% |
$58.2K - $64.1K
|
5.96K
$154K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
2.88K+ 5.35% |
$56.7K - $62.5K
|
56.8K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.6K+ 1.8% |
$51.2K - $56.4K
|
147K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$49.2K - $54.2K
|
2.5K
$64.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.5KNew |
$49.2K - $54.2K
|
2.5K
$64.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.43K+ 5.48% |
$47.8K - $52.7K
|
46.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 4.52% |
$47.8K - $52.6K
|
56.1K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.17K+ 0.72% |
$42.7K - $47K
|
305K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.1K+ 15.14% |
$41.3K - $45.6K
|
16K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.04K+ 7.6% |
$40.1K - $44.2K
|
28.9K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2KNew |
$39.3K - $43.3K
|
2K
$51.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93KNew |
$37.8K - $41.7K
|
1.93K
$49.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.82K+ 4.43% |
$35.7K - $39.4K
|
42.9K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$35.4K - $39K
|
1.8K
$46.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.67K+ 6.05% |
$32.8K - $36.2K
|
29.2K
$756K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.59K+ 0.59% |
$31.2K - $34.3K
|
272K
$7.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.58K+ 8.14% |
$31.1K - $34.3K
|
21K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.57K+ 13.15% |
$30.9K - $34K
|
13.5K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.5K+ 8.73% |
$29.5K - $32.5K
|
18.7K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.5K+ 4.29% |
$29.5K - $32.5K
|
36.5K
$942K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.42K+ 0.85% |
$27.8K - $30.6K
|
168K
$4.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.37K+ 0.81% |
$27K - $29.7K
|
171K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 5.51% |
$25.4K - $28K
|
24.8K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.29KNew |
$25.3K - $27.8K
|
1.29K
$33.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.25K+ 1.38% |
$24.6K - $27.1K
|
91.9K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
BUY
|
- |
1.25K+ 2.26% |
$24.6K - $27.1K
|
56.5K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.15K+ 3.0% |
$22.6K - $24.9K
|
39.5K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 7.64% |
$22.5K - $24.8K
|
16.1K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$25.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$25.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 4.55% |
$19.7K - $21.7K
|
23K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
852+ 0.18% |
$16.8K - $18.5K
|
463K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
839+ 4.81% |
$16.5K - $18.2K
|
18.3K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
837New |
$16.5K - $18.1K
|
837
$21.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
800+ 2.52% |
$15.7K - $17.3K
|
32.5K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
793New |
$15.6K - $17.2K
|
793
$20.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
770+ 1.23% |
$15.1K - $16.7K
|
63.6K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
741+ 4.64% |
$14.6K - $16.1K
|
16.7K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
720+ 187.99% |
$14.2K - $15.6K
|
1.1K
$28.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
686+ 1.39% |
$13.5K - $14.9K
|
50.2K
$1.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
668New |
$13.1K - $14.5K
|
668
$17.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
650+ 1.9% |
$12.8K - $14.1K
|
34.9K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
612+ 0.59% |
$12K - $13.3K
|
104K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 11.98% |
$12K - $13.2K
|
5.7K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
600+ 0.64% |
$11.8K - $13K
|
94.7K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
557+ 0.9% |
$11K - $12.1K
|
62.4K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
525+ 0.2% |
$10.3K - $11.4K
|
263K
$6.79M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
519+ 1.25% |
$10.2K - $11.2K
|
42.1K
$1.09M
|