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 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.39K+ 60.74% |
$34.7K - $41.1K
|
3.67K
$114K
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
720+ 0.2% |
$18K - $21.3K
|
364K
$11.3M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-35.2K- 1.88% |
$880K - $1.04M
|
1.84M
$57.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-78- 0.27% |
$1.95K - $2.31K
|
29.1K
$906K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-912- 0.67% |
$22.8K - $27K
|
135K
$4.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-161- 0.07% |
$4.03K - $4.77K
|
219K
$6.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
651+ 3.51% |
$16.3K - $19.3K
|
19.2K
$599K
|
|
|
Nov 05, 2025
Q3 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-21.3K- 3.37% |
$533K - $631K
|
611K
$19M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-375- 3.23% |
$9.38K - $11.1K
|
11.2K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 26.11% |
$53.9K - $63.8K
|
10.4K
$324K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.82K+ 11.28% |
$196K - $232K
|
77.2K
$2.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
38.3K+ 12.36% |
$958K - $1.13M
|
348K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
18.6KNew |
$466K - $552K
|
18.6K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Lane Generational LLC
|
SELL
|
- |
-1.39K- 2.93% |
$34.7K - $41.1K
|
45.9K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-3.09M- 96.57% |
$77.4M - $91.7M
|
110K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.04K- 0.31% |
$126K - $149K
|
1.61M
$50.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-441- 10.14% |
$11K - $13.1K
|
3.91K
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.28K+ 22.27% |
$107K - $127K
|
23.5K
$733K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.55K+ 18.89% |
$139K - $164K
|
34.9K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.92KNew |
$223K - $264K
|
8.92K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
452+ 1.67% |
$11.3K - $13.4K
|
27.5K
$858K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-44.5K- 4.36% |
$1.11M - $1.32M
|
976K
$30.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.54K- 0.61% |
$38.5K - $45.6K
|
252K
$7.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
218New |
$5.45K - $6.46K
|
218
$6.79K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.64K- 43.19% |
$191K - $226K
|
10K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-393- 2.94% |
$9.83K - $11.6K
|
13K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35.7K+ 12.3% |
$894K - $1.06M
|
326K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 20.05% |
$274K - $325K
|
65.7K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7.31K+ 8.61% |
$183K - $216K
|
92.2K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
SELL
|
- |
-270- 0.52% |
$6.76K - $8K
|
51.8K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.2K- 6.18% |
$205K - $243K
|
124K
$3.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3.02K- 3.37% |
$75.5K - $89.4K
|
86.5K
$2.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
105New |
$2.63K - $3.11K
|
105
$3.27K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.34K- 13.01% |
$109K - $129K
|
29K
$904K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.55K+ 0.36% |
$88.7K - $105K
|
977K
$30.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1K- 6.98% |
$25K - $29.6K
|
13.3K
$415K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.72K- 13.79% |
$43.1K - $51.1K
|
10.8K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.23K+ 0.48% |
$30.6K - $36.3K
|
259K
$8.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-386- 0.98% |
$9.66K - $11.4K
|
39.1K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.03K- 9.09% |
$25.7K - $30.4K
|
10.3K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.5KNew |
$537K - $636K
|
21.5K
$669K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.16KNew |
$179K - $212K
|
7.16K
$223K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
984+ 34.99% |
$24.6K - $29.1K
|
3.8K
$118K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.03K+ 8.29% |
$201K - $238K
|
105K
$3.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
SELL
|
- |
-20K- 4.35% |
$501K - $593K
|
440K
$13.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2K- 0.68% |
$50K - $59.2K
|
293K
$9.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.79KNew |
$170K - $201K
|
6.79K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.6K+ 26.62% |
$616K - $729K
|
117K
$3.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-197K- 66.69% |
$4.92M - $5.82M
|
98.2K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.5K+ 53.44% |
$689K - $815K
|
79K
$2.46M
|
|