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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-768- 0.52% |
$19.2K - $22.7K
|
147K
$4.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.04K+ 8.7% |
$226K - $268K
|
113K
$3.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.47K+ 3.42% |
$86.8K - $103K
|
105K
$3.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
400+ 1.34% |
$10K - $11.8K
|
30.2K
$942K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.61K+ 8.4% |
$115K - $137K
|
59.5K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
725+ 0.83% |
$18.1K - $21.5K
|
88.2K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
180+ 2.14% |
$4.5K - $5.33K
|
8.58K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
830+ 1.68% |
$20.8K - $24.6K
|
50.3K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
65.5KNew |
$1.64M - $1.94M
|
65.5K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-180- 1.72% |
$4.5K - $5.33K
|
10.3K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.65K- 4.2% |
$41.3K - $48.9K
|
37.6K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.3KNew |
$32.5K - $38.5K
|
1.3K
$40.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.35K- 34.54% |
$33.9K - $40.1K
|
2.56K
$79.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.01K- 3.54% |
$225K - $267K
|
246K
$7.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.8KNew |
$670K - $793K
|
26.8K
$834K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-400- 0.45% |
$10K - $11.8K
|
87.6K
$2.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-41.8K- 58.68% |
$1.05M - $1.24M
|
29.4K
$918K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
250+ 2.02% |
$6.26K - $7.41K
|
12.6K
$393K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
114K+ 69.17% |
$2.85M - $3.37M
|
278K
$8.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.9K+ 2.99% |
$148K - $175K
|
203K
$6.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-200- 0.61% |
$5K - $5.92K
|
32.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
6.79KNew |
$170K - $201K
|
6.79K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.4K+ 129.19% |
$711K - $842K
|
50.4K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.86K+ 0.82% |
$46.5K - $55K
|
229K
$7.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 4.03% |
$302K - $358K
|
312K
$9.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
7.01KNew |
$175K - $208K
|
7.01K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11K+ 17.49% |
$275K - $326K
|
73.9K
$2.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.1K+ 110.6% |
$277K - $328K
|
21.1K
$656K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.09K- 5.45% |
$77.2K - $91.4K
|
53.5K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.53K- 8.58% |
$38.4K - $45.4K
|
16.3K
$509K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
59.4K+ 50301.69% |
$1.49M - $1.76M
|
59.5K
$1.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-243- 0.12% |
$6.08K - $7.2K
|
205K
$6.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
36+ 0.3% |
$901 - $1.07K
|
12K
$375K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.88KNew |
$197K - $233K
|
7.88K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
175+ 1.03% |
$4.38K - $5.18K
|
17.1K
$533K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
58.4K+ 27.87% |
$1.46M - $1.73M
|
268K
$8.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.92K+ 2.69% |
$98.1K - $116K
|
150K
$4.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42.9K+ 12.84% |
$1.07M - $1.27M
|
377K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.01K+ 7.09% |
$75.2K - $89K
|
45.4K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
3.63K+ 7.07% |
$90.8K - $108K
|
55K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
120+ 0.38% |
$3K - $3.55K
|
31.3K
$976K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.53K- 8.3% |
$63.4K - $75.1K
|
28K
$872K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
29.8KNew |
$746K - $883K
|
29.8K
$929K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.5K+ 6.64% |
$2.41M - $2.86M
|
1.55M
$48.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
430K+ 552.0% |
$10.8M - $12.7M
|
508K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4K- 4.97% |
$100K - $118K
|
76.4K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.1K- 5.46% |
$302K - $358K
|
209K
$6.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
71.8KNew |
$1.8M - $2.13M
|
71.8K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
142+ 0.83% |
$3.55K - $4.21K
|
17.3K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.4K+ 12.88% |
$84.9K - $101K
|
29.8K
$927K
|
|