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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 40.0% |
$20.3K - $24.1K
|
1.5K
$46.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
655New |
$13.3K - $15.8K
|
655
$20.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 162.86% |
$18.5K - $21.9K
|
1.47K
$45.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$33.2K - $39.5K
|
1.64K
$51.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
850New |
$17.2K - $20.5K
|
850
$26.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.22KNew |
$166K - $198K
|
8.22K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.94KNew |
$181K - $215K
|
8.94K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20KNew |
$405K - $481K
|
20K
$623K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
81+ 0.44% |
$1.64K - $1.95K
|
18.3K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.22K+ 111150.0% |
$45K - $53.5K
|
2.23K
$69.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.12K+ 4.91% |
$22.6K - $26.9K
|
23.9K
$745K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15.6KNew |
$307K - $339K
|
15.6K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
114KNew |
$2.24M - $2.47M
|
114K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 9.09% |
$19.7K - $21.7K
|
10K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
25.5KNew |
$501K - $552K
|
25.5K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
13KNew |
$256K - $282K
|
13K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 34.91% |
$1.16K - $1.28K
|
110
$3.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6KNew |
$118K - $130K
|
6K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.4KNew |
$86.5K - $95.3K
|
4.4K
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 1.3% |
$786 - $866
|
3.11K
$96.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$35.4K - $39K
|
1.8K
$56.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.1K+ 90.51% |
$237K - $261K
|
25.4K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.1KNew |
$218K - $241K
|
11.1K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.05% |
$78.6 - $86.6
|
7.3K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 0.08% |
$98.3 - $108
|
6.3K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$31.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-26K- 29.2% |
$511K - $563K
|
63K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.7K+ 18.27% |
$348K - $384K
|
115K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
720+ 187.99% |
$14.2K - $15.6K
|
1.1K
$34.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.29KNew |
$25.3K - $27.8K
|
1.29K
$40K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.25KNew |
$63.9K - $70.4K
|
3.25K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$19.7K - $21.7K
|
1K
$31.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$197K - $217K
|
10K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-50- 0.32% |
$983 - $1.08K
|
15.4K
$480K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.15K+ 3.0% |
$22.6K - $24.9K
|
39.5K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.5K- 10.73% |
$29.5K - $32.5K
|
12.5K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23.5KNew |
$461K - $508K
|
23.5K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 42.51% |
$21.8K - $24K
|
1.5K
$46.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
103KNew |
$2.02M - $2.22M
|
103K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.5K- 12.82% |
$29.5K - $32.5K
|
10.2K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.7K- 13.7% |
$132K - $145K
|
42.2K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.49KNew |
$108K - $119K
|
5.49K
$171K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
14.8KNew |
$269K - $307K
|
14.8K
$462K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.5KNew |
$118K - $135K
|
6.5K
$203K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
85.8KNew |
$1.55M - $1.78M
|
85.8K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.31K- 24.87% |
$60K - $68.6K
|
10K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10KNew |
$181K - $207K
|
10K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-6.55K- 16.97% |
$119K - $136K
|
32K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-80K- 16.81% |
$1.45M - $1.66M
|
396K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
12KNew |
$217K - $248K
|
12K
$374K
|
|