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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
270K+ 14.86% |
$5.31M - $5.85M
|
2.09M
$45.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.7K+ 18.27% |
$348K - $384K
|
115K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.03K- 19.12% |
$119K - $131K
|
25.5K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-128- 0.47% |
$2.52K - $2.77K
|
26.9K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.85K+ 29.57% |
$95.4K - $105K
|
21.3K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
19.5K+ 4.24% |
$384K - $423K
|
480K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-19- 0.14% |
$374 - $412
|
13.2K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
40.9KNew |
$804K - $886K
|
40.9K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.99MNew |
$39.1M - $43M
|
1.99M
$43.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
770+ 1.23% |
$15.1K - $16.7K
|
63.6K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
224+ 0.97% |
$4.4K - $4.85K
|
23.2K
$506K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
145K+ 3.57% |
$2.85M - $3.14M
|
4.2M
$91.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-100- 0.05% |
$1.97K - $2.17K
|
207K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-57K- 14.86% |
$1.12M - $1.23M
|
326K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.9K+ 24.23% |
$1.96M - $2.16M
|
512K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.29KNew |
$25.3K - $27.8K
|
1.29K
$28K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
720+ 187.99% |
$14.2K - $15.6K
|
1.1K
$24K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
475KNew |
$9.34M - $10.3M
|
475K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
90K+ 8.25% |
$1.77M - $1.95M
|
1.18M
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-41.6K- 27.77% |
$818K - $902K
|
108K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.12K+ 7.22% |
$120K - $133K
|
90.9K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
46.9K+ 23.4% |
$922K - $1.02M
|
247K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
60+ 0.42% |
$1.18K - $1.3K
|
14.5K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.25KNew |
$63.9K - $70.4K
|
3.25K
$70.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$118 - $130
|
30.1K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-105K- 89.02% |
$2.07M - $2.28M
|
13K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
600+ 0.64% |
$11.8K - $13K
|
94.7K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
345+ 0.86% |
$6.78K - $7.47K
|
40.5K
$883K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.87K+ 3.73% |
$194K - $214K
|
275K
$5.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
11K+ 3.01% |
$216K - $238K
|
376K
$8.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.27K- 8.0% |
$25K - $27.5K
|
14.6K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
519+ 1.25% |
$10.2K - $11.2K
|
42.1K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.87K- 0.23% |
$36.8K - $40.6K
|
822K
$17.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6- 1.9% |
$118 - $130
|
309
$6.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.02K+ 78.69% |
$79K - $87K
|
9.12K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
340+ 0.08% |
$6.68K - $7.36K
|
416K
$9.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-83.9K- 14.47% |
$1.65M - $1.82M
|
496K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-514- 2.48% |
$10.1K - $11.1K
|
20.2K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
54.6K+ 6.04% |
$1.07M - $1.18M
|
959K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.67K+ 6.05% |
$32.8K - $36.2K
|
29.2K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.7K+ 127.35% |
$250K - $276K
|
22.7K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
2.88K+ 5.35% |
$56.7K - $62.5K
|
56.8K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-337- 1.81% |
$6.63K - $7.3K
|
18.2K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
220KNew |
$4.32M - $4.76M
|
220K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.35K+ 14.25% |
$125K - $138K
|
50.9K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$197K - $217K
|
10K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.6K+ 30.58% |
$661K - $729K
|
144K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.44K+ 16.22% |
$67.7K - $74.6K
|
24.7K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.88K+ 25.04% |
$76.3K - $84.1K
|
19.4K
$423K
|