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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-812- 0.62% |
$18.5K - $21.3K
|
130K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.18K+ 35.24% |
$49.6K - $57.2K
|
8.35K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-750- 19.86% |
$17.1K - $19.7K
|
3.03K
$94.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.5K- 5.48% |
$57.1K - $65.7K
|
43.1K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-9.37K- 1.69% |
$214K - $246K
|
544K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
45New |
$1.03K - $1.18K
|
45
$1.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.86K+ 8.08% |
$42.5K - $49K
|
24.9K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 0.93% |
$297 - $342
|
1.41K
$44K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
8.5KNew |
$194K - $223K
|
8.5K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400+ 36.36% |
$9.13K - $10.5K
|
1.5K
$46.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-158K- 81.3% |
$3.61M - $4.16M
|
36.4K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.26K- 6.07% |
$28.8K - $33.2K
|
19.6K
$609K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
11.1KNew |
$254K - $293K
|
11.1K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
8.19KNew |
$187K - $215K
|
8.19K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
15.7K+ 2.33% |
$358K - $412K
|
688K
$21.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-9.96K- 11.86% |
$227K - $262K
|
74.1K
$2.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 0.56% |
$4.56K - $5.26K
|
35.7K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
600New |
$13.7K - $15.8K
|
600
$18.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-11.7K- 24.31% |
$267K - $308K
|
36.5K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.17KNew |
$186K - $215K
|
8.17K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.64K- 21.59% |
$220K - $254K
|
35K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.52KNew |
$34.6K - $39.9K
|
1.52K
$47.3K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.35K+ 12.19% |
$30.8K - $35.5K
|
12.4K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Arnhold LLC
|
SELL
|
- |
-5K- 8.85% |
$114K - $131K
|
51.5K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 11.11% |
$11.4K - $13.1K
|
5K
$156K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.1K+ 3.89% |
$25.1K - $28.9K
|
29.4K
$916K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
407+ 59.77% |
$9.29K - $10.7K
|
1.09K
$33.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
590+ 2.4% |
$13.5K - $15.5K
|
25.2K
$784K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-283K- 69.71% |
$6.46M - $7.44M
|
123K
$3.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
34.3KNew |
$783K - $902K
|
34.3K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.5K- 85.23% |
$34.1K - $39.3K
|
259
$8.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
13+ 0.07% |
$297 - $342
|
19.4K
$604K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-250- 2.1% |
$5.71K - $6.57K
|
11.7K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.9K- 47.19% |
$613K - $706K
|
30.1K
$937K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
171KNew |
$3.9M - $4.49M
|
171K
$5.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1K- 9.09% |
$22.8K - $26.3K
|
10K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400+ 66.67% |
$9.13K - $10.5K
|
1K
$31.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3K+ 1.63% |
$68.5K - $78.9K
|
187K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.34KNew |
$190K - $219K
|
8.34K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-64.2K- 69.39% |
$1.46M - $1.69M
|
28.3K
$882K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
600+ 2.77% |
$13.7K - $15.8K
|
22.2K
$693K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.34K- 26.24% |
$122K - $140K
|
15K
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-43- 0.44% |
$981 - $1.13K
|
9.73K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
250New |
$5.71K - $6.57K
|
250
$7.79K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
903New |
$20.6K - $23.7K
|
903
$28.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.28KNew |
$189K - $218K
|
8.28K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14KNew |
$319K - $368K
|
14K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.98K- 6.06% |
$68K - $78.3K
|
46.2K
$1.44M
|
|