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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$1.81K - $2.07K
|
100
$3.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-710- 2.96% |
$12.9K - $14.7K
|
23.2K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
61.8KNew |
$1.12M - $1.28M
|
61.8K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
50.9KNew |
$922K - $1.05M
|
50.9K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.6KNew |
$445K - $509K
|
24.6K
$765K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
10.3KNew |
$186K - $212K
|
10.3K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$2.27K - $2.59K
|
125
$3.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
950New |
$17.2K - $19.7K
|
950
$29.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
10.2KNew |
$185K - $211K
|
10.2K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-41- 14.8% |
$743 - $850
|
236
$7.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
167New |
$3.03K - $3.46K
|
167
$5.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
32.8KNew |
$594K - $679K
|
32.8K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
700+ 1.63% |
$12.7K - $14.5K
|
43.7K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
805New |
$14.6K - $16.7K
|
805
$25.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
703+ 3.11% |
$12.7K - $14.6K
|
23.3K
$727K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 11.21% |
$23.6K - $26.9K
|
12.9K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$94.3K - $108K
|
5.21K
$162K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48KNew |
$44.9K - $51.4K
|
2.48K
$77.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 681.82% |
$2.72K - $3.11K
|
172
$5.36K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10K- 49.85% |
$182K - $208K
|
10.1K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.33K+ 60.82% |
$115K - $131K
|
16.7K
$521K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.19K- 10.64% |
$94K - $107K
|
43.5K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
622New |
$11.3K - $12.9K
|
622
$19.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.7K- 4.31% |
$429K - $490K
|
525K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
678K+ 73.28% |
$12.3M - $14M
|
1.6M
$49.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63+ 0.46% |
$1.14K - $1.31K
|
13.7K
$427K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 18.07% |
$44.7K - $51.1K
|
11.2K
$349K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-10.7K- 1.73% |
$193K - $221K
|
608K
$18.9M
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$18.6K - $20.1K
|
1.06K
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95+ 155.74% |
$1.66K - $1.79K
|
156
$4.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$388K - $419K
|
22.2K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
23.9KNew |
$417K - $450K
|
23.9K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.4KNew |
$357K - $385K
|
20.4K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.5KNew |
$184K - $198K
|
10.5K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
12KNew |
$210K - $226K
|
12K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.8KNew |
$643K - $694K
|
36.8K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
900New |
$15.7K - $17K
|
900
$28K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$35K - $37.7K
|
2K
$62.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.55K- 10.24% |
$62.1K - $67K
|
31.1K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66New |
$1.15K - $1.24K
|
66
$2.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.5KNew |
$202K - $218K
|
11.5K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-45.3K- 57.92% |
$792K - $854K
|
32.9K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25.2KNew |
$440K - $474K
|
25.2K
$784K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50.9KNew |
$890K - $961K
|
50.9K
$1.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$35 - $37.7
|
2
$62.3
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.5K- 88.15% |
$131K - $141K
|
1.01K
$31.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
525+ 52.5% |
$9.18K - $9.9K
|
1.53K
$47.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
10.9KNew |
$190K - $205K
|
10.9K
$339K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
736New |
$12.9K - $13.9K
|
736
$22.9K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13.5KNew |
$207K - $234K
|
13.5K
$421K
|
|