Latest Institutional Transactions on Sprott Physical Gold Trust (PHYS)
This table provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.96K+ 5.59% |
$117K - $129K
|
113K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-50- 0.32% |
$983 - $1.08K
|
15.4K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.43M- 22.79% |
$28.1M - $31M
|
4.85M
$104M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.04K+ 7.6% |
$40.1K - $44.2K
|
28.9K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
229+ 0.07% |
$4.5K - $4.96K
|
327K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.17K- 3.26% |
$62.3K - $68.7K
|
94K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
4.64K+ 6.71% |
$91.2K - $100K
|
73.7K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 0.96% |
$47.3K - $52.1K
|
248K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.35K- 3.6% |
$85.5K - $94.2K
|
116K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.3K+ 1.75% |
$163K - $180K
|
482K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73KNew |
$93K - $102K
|
4.73K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.5K- 10.73% |
$29.5K - $32.5K
|
12.5K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.15K+ 3.0% |
$22.6K - $24.9K
|
39.5K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
839+ 4.81% |
$16.5K - $18.2K
|
18.3K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.47K- 99.92% |
$48.6K - $53.6K
|
2
$42.8
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.18K+ 35.75% |
$141K - $155K
|
27.3K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.8K+ 1.48% |
$74.8K - $82.4K
|
260K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
27.7K+ 11.02% |
$544K - $600K
|
279K
$5.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
35KNew |
$687K - $757K
|
35K
$749K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17KNew |
$335K - $369K
|
17K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
4.23K+ 9.69% |
$83.1K - $91.5K
|
47.8K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
800+ 2.52% |
$15.7K - $17.3K
|
32.5K
$696K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.5K+ 1.76% |
$226K - $249K
|
667K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.9K- 1.56% |
$76.7K - $84.5K
|
246K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-92.6K- 29.97% |
$1.82M - $2.01M
|
216K
$4.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 4.55% |
$19.7K - $21.7K
|
23K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-162K- 29.34% |
$3.19M - $3.52M
|
391K
$8.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 42.51% |
$21.8K - $24K
|
1.5K
$32.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.37K+ 0.81% |
$27K - $29.7K
|
171K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23.5KNew |
$461K - $508K
|
23.5K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
30.8K+ 42.93% |
$605K - $667K
|
103K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
103KNew |
$2.02M - $2.22M
|
103K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 11.98% |
$12K - $13.2K
|
5.7K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
478+ 2.59% |
$9.4K - $10.4K
|
19K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.5K- 12.82% |
$29.5K - $32.5K
|
10.2K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-8.5K- 8.95% |
$167K - $184K
|
86.5K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.71K- 4.81% |
$92.5K - $102K
|
93.2K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.69K- 9.44% |
$92.2K - $102K
|
45K
$964K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-400- 0.12% |
$7.86K - $8.66K
|
323K
$6.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.57K+ 13.15% |
$30.9K - $34K
|
13.5K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.4K+ 5.57% |
$205K - $226K
|
198K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-136K- 2.48% |
$2.67M - $2.94M
|
5.33M
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
686+ 1.39% |
$13.5K - $14.9K
|
50.2K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148K+ 8.37% |
$2.9M - $3.2M
|
1.91M
$40.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.8% |
$54K - $59.5K
|
28.5K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
525+ 0.2% |
$10.3K - $11.4K
|
263K
$5.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.6K+ 27.66% |
$1.35M - $1.49M
|
317K
$6.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.06% |
$244K - $268K
|
615K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
500+ 4.31% |
$9.83K - $10.8K
|
12.1K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
22.3KNew |
$439K - $484K
|
22.3K
$478K
|