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 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-17.2K- 60.74% |
$429K - $508K
|
11.1K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
38.4K+ 11.43% |
$962K - $1.14M
|
375K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.43K+ 9.25% |
$85.9K - $102K
|
40.6K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.67K- 0.64% |
$41.7K - $49.4K
|
258K
$8.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 6.14% |
$58.2K - $68.9K
|
40.2K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-541- 0.67% |
$13.5K - $16K
|
80.1K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
7.57KNew |
$189K - $224K
|
7.57K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27.1K+ 34.81% |
$678K - $803K
|
105K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.3K- 18.74% |
$132K - $157K
|
23K
$715K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.13K- 14.18% |
$128K - $152K
|
31.1K
$968K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.96KNew |
$174K - $206K
|
6.96K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
287New |
$7.18K - $8.5K
|
287
$8.94K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.97K- 18.89% |
$49.4K - $58.5K
|
8.48K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-331- 3.63% |
$8.28K - $9.8K
|
8.79K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
12.5K+ 15.52% |
$312K - $370K
|
92.9K
$2.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.09KNew |
$202K - $240K
|
8.09K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.82K+ 8.5% |
$196K - $232K
|
99.9K
$3.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.1K- 10.74% |
$128K - $151K
|
42.4K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.2KNew |
$180K - $213K
|
7.2K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.8K- 9.03% |
$696K - $824K
|
280K
$8.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.22K- 1.37% |
$30.5K - $36.1K
|
88K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.51KNew |
$188K - $222K
|
7.51K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
46.6KNew |
$1.17M - $1.38M
|
46.6K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
52.3KNew |
$1.31M - $1.55M
|
52.3K
$1.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.2K+ 8.4% |
$130K - $154K
|
67K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.45K- 23.07% |
$111K - $132K
|
14.8K
$462K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
6.95KNew |
$174K - $206K
|
6.95K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8K- 40.0% |
$200K - $237K
|
12K
$374K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.4K+ 64.03% |
$684K - $810K
|
70.1K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
51.2K+ 36.39% |
$1.28M - $1.52M
|
192K
$5.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
10.5KNew |
$263K - $312K
|
10.5K
$328K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-441- 3.53% |
$11K - $13.1K
|
12K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-390- 1.11% |
$9.76K - $11.6K
|
34.6K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
438+ 1.53% |
$11K - $13K
|
29K
$904K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.63K+ 8.36% |
$40.7K - $48.1K
|
21.1K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 0.08% |
$7.51K - $8.89K
|
380K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350New |
$8.76K - $10.4K
|
350
$10.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
7.92K+ 49.85% |
$198K - $235K
|
23.8K
$742K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.11KNew |
$178K - $211K
|
7.11K
$222K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.74K+ 267.71% |
$68.7K - $81.3K
|
3.77K
$117K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-381- 0.33% |
$9.53K - $11.3K
|
115K
$3.58M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$25 - $29.6
|
1.54K
$47.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.58K+ 120.24% |
$190K - $224K
|
13.9K
$432K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 1.45% |
$10K - $11.8K
|
28K
$873K
|
|
|
Oct 09, 2025
Q3 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
54K+ 32.03% |
$1.35M - $1.6M
|
222K
$6.93M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.9KNew |
$447K - $529K
|
17.9K
$557K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.9KNew |
$173K - $204K
|
6.9K
$215K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
282+ 2.13% |
$7.06K - $8.35K
|
13.6K
$422K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
335K+ 4.23% |
$7.65M - $8.81M
|
8.25M
$257M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10.5K- 86.39% |
$240K - $276K
|
1.65K
$51.5K
|
|