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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148K+ 8.37% |
$2.9M - $3.2M
|
1.91M
$41.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.92K- 3.08% |
$77.1K - $85K
|
123K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.8% |
$54K - $59.5K
|
28.5K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
525+ 0.2% |
$10.3K - $11.4K
|
263K
$5.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.6K+ 27.66% |
$1.35M - $1.49M
|
317K
$6.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.06% |
$244K - $268K
|
615K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
500+ 4.31% |
$9.83K - $10.8K
|
12.1K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
224KNew |
$4.4M - $4.85M
|
224K
$4.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-119K- 26.17% |
$2.35M - $2.59M
|
337K
$7.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.7K- 13.7% |
$132K - $145K
|
42.2K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
22.3KNew |
$439K - $484K
|
22.3K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.82K+ 4.43% |
$35.7K - $39.4K
|
42.9K
$935K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
441New |
$8.67K - $9.55K
|
441
$9.61K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49.7K+ 453.13% |
$978K - $1.08M
|
60.7K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.71K- 11.51% |
$112K - $124K
|
43.9K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 2.52% |
$79.2K - $87.2K
|
156K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.11K- 3.52% |
$61K - $67.3K
|
85.1K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.49KNew |
$108K - $119K
|
5.49K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.47K- 39.49% |
$166K - $183K
|
13K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.5K+ 7000.0% |
$68.8K - $75.8K
|
3.55K
$77.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16.4K- 8.59% |
$322K - $355K
|
174K
$3.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.41K- 2.98% |
$146K - $160K
|
241K
$5.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
17.9K+ 38.31% |
$352K - $387K
|
64.6K
$1.41M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.81M- 98.37% |
$55.3M - $60.9M
|
46.6K
$1.02M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
168K+ 74.14% |
$3.05M - $3.49M
|
395K
$8.62M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 9.86% |
$27.2K - $31.1K
|
13.7K
$299K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.18K+ 4.0% |
$39.5K - $45.2K
|
56.7K
$1.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.51K- 4.44% |
$81.6K - $93.4K
|
97K
$2.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.5KNew |
$118K - $135K
|
6.5K
$142K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
85.8KNew |
$1.55M - $1.78M
|
85.8K
$1.87M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 7.14% |
$3.62K - $4.14K
|
3K
$65.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.05K+ 1.87% |
$55.3K - $63.2K
|
167K
$3.63M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
61.1KNew |
$1.11M - $1.27M
|
61.1K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.1KNew |
$835K - $954K
|
46.1K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.34K- 7.58% |
$24.2K - $27.7K
|
16.3K
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.4KNew |
$25.4K - $29K
|
1.4K
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.06K+ 0.97% |
$110K - $126K
|
633K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119K+ 15.59% |
$2.16M - $2.47M
|
883K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.9K+ 44.03% |
$197K - $225K
|
35.6K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.1KNew |
$219K - $251K
|
12.1K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.77K- 0.21% |
$32.1K - $36.7K
|
843K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
452+ 3.76% |
$8.19K - $9.37K
|
12.5K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$739K - $846K
|
40.8K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39K+ 6.29% |
$707K - $808K
|
659K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 11111.0% |
$201K - $230K
|
11.2K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.46K+ 4.09% |
$26.4K - $30.2K
|
37.1K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.5K+ 5.36% |
$299K - $341K
|
324K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.18K+ 16.13% |
$166K - $190K
|
66.1K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.5K+ 5.93% |
$934K - $1.07M
|
921K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 2.17% |
$33.3K - $38K
|
82.7K
$1.8M
|
|