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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3K- 40.0% |
$59K - $65K
|
4.5K
$100K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.11K- 3.52% |
$61K - $67.3K
|
85.1K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.17K- 3.26% |
$62.3K - $68.7K
|
94K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.19K- 3.91% |
$62.7K - $69.1K
|
78.3K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-3.66K- 3.89% |
$71.9K - $79.2K
|
90.3K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.9K- 1.56% |
$76.7K - $84.5K
|
246K
$5.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.92K- 3.08% |
$77.1K - $85K
|
123K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 2.52% |
$79.2K - $87.2K
|
156K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.35K- 3.6% |
$85.5K - $94.2K
|
116K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.43K- 1.48% |
$87.1K - $95.9K
|
295K
$6.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-4.44K- 1.15% |
$87.2K - $96.1K
|
382K
$8.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.62K- 11.31% |
$90.8K - $100K
|
36.2K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.69K- 9.44% |
$92.2K - $102K
|
45K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.71K- 4.81% |
$92.5K - $102K
|
93.2K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.17K- 5.41% |
$102K - $112K
|
90.4K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.24K- 13.52% |
$103K - $114K
|
33.5K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.3K- 22.44% |
$104K - $115K
|
18.3K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.71K- 11.51% |
$112K - $124K
|
43.9K
$981K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.8K- 14.27% |
$114K - $126K
|
34.9K
$779K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.03K- 19.12% |
$119K - $131K
|
25.5K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.7K- 13.7% |
$132K - $145K
|
42.2K
$942K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.41K- 2.98% |
$146K - $160K
|
241K
$5.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.47K- 39.49% |
$166K - $183K
|
13K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-8.5K- 8.95% |
$167K - $184K
|
86.5K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.78K- 19.19% |
$173K - $190K
|
37K
$825K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.45K- 5.51% |
$186K - $205K
|
162K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.8K- 11.99% |
$193K - $212K
|
71.9K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 7.0% |
$200K - $220K
|
135K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.8K- 7.35% |
$213K - $235K
|
137K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-11.9K- 3.81% |
$234K - $258K
|
300K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.4K- 45.12% |
$244K - $268K
|
15.1K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.3K- 17.35% |
$262K - $289K
|
63.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 17.86% |
$270K - $298K
|
63.3K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.6K- 49.72% |
$288K - $317K
|
14.8K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.7K- 29.05% |
$290K - $319K
|
36K
$803K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16.4K- 8.59% |
$322K - $355K
|
174K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.2K- 3.16% |
$378K - $416K
|
589K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-19.7K- 20.6% |
$388K - $427K
|
76K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-23.9K- 6.15% |
$470K - $518K
|
365K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-24.8K- 19.42% |
$487K - $537K
|
103K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.4K- 38.37% |
$499K - $549K
|
40.7K
$910K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-26K- 29.2% |
$511K - $563K
|
63K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-27.2K- 32.88% |
$535K - $589K
|
55.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-31.9K- 62.21% |
$627K - $691K
|
19.4K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-32.5K- 44.12% |
$638K - $703K
|
41.1K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-33K- 6.8% |
$649K - $715K
|
452K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-37.5K- 0.7% |
$738K - $813K
|
5.35M
$120M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-41.6K- 27.77% |
$818K - $902K
|
108K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.1K- 4.22% |
$828K - $912K
|
957K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-45K- 9.03% |
$885K - $975K
|
453K
$10.1M
|