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 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
500+ 4.31% |
$9.83K - $10.8K
|
12.1K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
478+ 2.59% |
$9.4K - $10.4K
|
19K
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
441New |
$8.67K - $9.55K
|
441
$11.6K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
345+ 0.86% |
$6.78K - $7.47K
|
40.5K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
345+ 0.79% |
$6.78K - $7.47K
|
44K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
340+ 0.08% |
$6.68K - $7.36K
|
416K
$10.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
238+ 33.38% |
$4.68K - $5.16K
|
951
$25K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
229+ 0.07% |
$4.5K - $4.96K
|
327K
$8.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
224+ 0.97% |
$4.4K - $4.85K
|
23.2K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
200+ 0.4% |
$3.93K - $4.33K
|
49.7K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 15.79% |
$2.95K - $3.25K
|
1.1K
$28.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
100+ 0.27% |
$1.97K - $2.17K
|
37.2K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72+ 0.01% |
$1.42K - $1.56K
|
921K
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
60+ 0.42% |
$1.18K - $1.3K
|
14.5K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 1.3% |
$786 - $866
|
3.11K
$81.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$118 - $130
|
30.1K
$793K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.12% |
$19.7 - $21.7
|
860
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4- 0.04% |
$78.6 - $86.6
|
10.7K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.05% |
$78.6 - $86.6
|
7.3K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 0.08% |
$98.3 - $108
|
6.3K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-5- 0.01% |
$98.3 - $108
|
59.6K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6- 1.9% |
$118 - $130
|
309
$8.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-19- 0.14% |
$374 - $412
|
13.2K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-50- 0.32% |
$983 - $1.08K
|
15.4K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 34.91% |
$1.16K - $1.28K
|
110
$2.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-100- 0.05% |
$1.97K - $2.17K
|
207K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-128- 0.47% |
$2.52K - $2.77K
|
26.9K
$707K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-129- 0.11% |
$2.54K - $2.79K
|
115K
$3.02M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-135- 0.17% |
$2.65K - $2.92K
|
78.2K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-195- 1.83% |
$3.83K - $4.22K
|
10.4K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-337- 1.81% |
$6.63K - $7.3K
|
18.2K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-349- 0.26% |
$6.86K - $7.56K
|
132K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-400- 0.12% |
$7.86K - $8.66K
|
323K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 9.65% |
$9.83K - $10.8K
|
4.68K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-510- 0.47% |
$10K - $11K
|
108K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-514- 2.48% |
$10.1K - $11.1K
|
20.2K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-656- 0.8% |
$12.9K - $14.2K
|
81.4K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-695- 1.55% |
$13.7K - $15.1K
|
44.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 9.82% |
$13.8K - $15.2K
|
6.43K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-811- 3.33% |
$15.9K - $17.6K
|
23.5K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 9.09% |
$19.7K - $21.7K
|
10K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.04K- 1.7% |
$20.4K - $22.5K
|
60K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.08K- 1.34% |
$21.1K - $23.3K
|
79.4K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 42.51% |
$21.8K - $24K
|
1.5K
$39.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 8.49% |
$23.2K - $25.6K
|
12.7K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 0.52% |
$23.5K - $25.9K
|
226K
$5.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.25K- 2.26% |
$24.6K - $27.1K
|
54.1K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.27K- 8.0% |
$25K - $27.5K
|
14.6K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.5K- 12.82% |
$29.5K - $32.5K
|
10.2K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.5K- 10.73% |
$29.5K - $32.5K
|
12.5K
$328K
|