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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
383New |
$8.74K - $10.1K
|
383
$11.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-415- 41.5% |
$9.47K - $10.9K
|
585
$18.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-13.5K- 17.2% |
$308K - $355K
|
65K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-614K- 98.15% |
$14M - $16.1M
|
11.5K
$360K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-500- 6.68% |
$11.4K - $13.1K
|
6.99K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
925+ 7.48% |
$21.1K - $24.3K
|
13.3K
$414K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
284New |
$5.75K - $6.83K
|
284
$8.85K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 87.32% |
$34K - $40.4K
|
244
$7.6K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
70.3KNew |
$1.42M - $1.69M
|
70.3K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.9KNew |
$303K - $359K
|
14.9K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
116KNew |
$2.35M - $2.79M
|
116K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.21% |
$22K - $26.2K
|
88.9K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.14KNew |
$23K - $27.3K
|
1.14K
$35.4K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.11K+ 10.92% |
$42.8K - $50.9K
|
21.5K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.2K+ 53.74% |
$207K - $246K
|
29.2K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1K- 6.03% |
$20.3K - $24.1K
|
15.6K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.03% |
$203K - $241K
|
502K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30.2K+ 143.45% |
$612K - $727K
|
51.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
46KNew |
$931K - $1.11M
|
46K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.5KNew |
$435K - $517K
|
21.5K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
14.7KNew |
$298K - $354K
|
14.7K
$458K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
39.5KNew |
$800K - $950K
|
39.5K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
45K+ 213.91% |
$911K - $1.08M
|
66K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.1K+ 61.93% |
$610K - $724K
|
78.7K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-914- 3.03% |
$18.5K - $22K
|
29.2K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.4K- 6.38% |
$28.4K - $33.7K
|
20.5K
$640K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
214+ 0.97% |
$4.33K - $5.15K
|
22.2K
$692K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
9.3KNew |
$188K - $224K
|
9.3K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.2KNew |
$64.8K - $77K
|
3.2K
$99.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10.6KNew |
$215K - $256K
|
10.6K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18KNew |
$23.8K - $28.3K
|
1.18K
$36.6K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.32KNew |
$169K - $200K
|
8.32K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
485New |
$9.82K - $11.7K
|
485
$15.1K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-60- 0.41% |
$1.22K - $1.44K
|
14.4K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.5KNew |
$192K - $229K
|
9.5K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-969- 1.55% |
$19.6K - $23.3K
|
61.4K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
8.7KNew |
$176K - $209K
|
8.7K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.6KNew |
$174K - $207K
|
8.6K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1KNew |
$20.3K - $24.1K
|
1K
$31.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-940- 65.28% |
$19K - $22.6K
|
500
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.1K+ 47.47% |
$204K - $243K
|
31.3K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$608 - $722
|
30
$935
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.7K- 17.85% |
$217K - $258K
|
49.3K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
16.8KNew |
$340K - $404K
|
16.8K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$375K - $445K
|
18.5K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.95K- 13.72% |
$59.7K - $71K
|
18.5K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$35.8K - $42.5K
|
1.77K
$55.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-20.8K- 12.41% |
$421K - $501K
|
147K
$4.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.92KNew |
$181K - $214K
|
8.92K
$278K
|
|