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 |
|---|---|---|---|---|---|---|---|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$249K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.71KNew |
$153K - $177K
|
6.71K
$209K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6.49KNew |
$148K - $171K
|
6.49K
$202K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.16K- 6.86% |
$49.2K - $56.7K
|
29.3K
$912K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.07K - $1.24K
|
47
$1.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-9.24K- 2.53% |
$211K - $243K
|
356K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
10KNew |
$228K - $263K
|
10K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.1KNew |
$93.6K - $108K
|
4.1K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 80.1% |
$40K - $46K
|
3.94K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 16.42% |
$49.4K - $56.9K
|
11K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
198K+ 94465.71% |
$4.53M - $5.22M
|
199K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.5KNew |
$239K - $275K
|
10.5K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.56% |
$1.14K - $1.31K
|
8.83K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 5.17% |
$22.8K - $26.3K
|
18.3K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 1.5% |
$22.8K - $26.3K
|
65.6K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$1.14M - $1.31M
|
50K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Avenir Corp
Washington, DC |
BUY
|
- |
21.5K+ 55.2% |
$489K - $564K
|
60.3K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-800- 0.13% |
$18.3K - $21K
|
615K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-17.1K- 24.97% |
$390K - $449K
|
51.3K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-176K- 57.59% |
$4.01M - $4.62M
|
129K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
28.8K+ 27.35% |
$656K - $756K
|
134K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-368- 3.48% |
$8.4K - $9.67K
|
10.2K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
150New |
$3.42K - $3.94K
|
150
$4.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12- 0.13% |
$274 - $315
|
8.96K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45.8K+ 91.69% |
$1.04M - $1.2M
|
95.7K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
855+ 129.55% |
$19.5K - $22.5K
|
1.52K
$47.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8KNew |
$183K - $210K
|
8K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
97.9KNew |
$2.23M - $2.57M
|
97.9K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
482New |
$11K - $12.7K
|
482
$15K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.9K+ 55.99% |
$363K - $418K
|
44.3K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-545- 4.71% |
$12.4K - $14.3K
|
11K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.09K+ 3.52% |
$47.6K - $54.8K
|
61.4K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
371KNew |
$8.48M - $9.76M
|
371K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$536K - $617K
|
23.5K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.02K+ 55.42% |
$137K - $158K
|
16.9K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
13+ 0.08% |
$297 - $342
|
16.6K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-69- 0.29% |
$1.57K - $1.81K
|
23.5K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-64- 0.48% |
$1.46K - $1.68K
|
13.2K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.1K+ 77.75% |
$254K - $292K
|
25.4K
$792K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37.7K+ 106.11% |
$860K - $991K
|
73.2K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$22.8K - $26.3K
|
1K
$31.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 2435.15% |
$245K - $282K
|
11.2K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20.7K+ 106.72% |
$472K - $543K
|
40K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
692New |
$15.8K - $18.2K
|
692
$21.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-77.1K- 51.88% |
$1.76M - $2.03M
|
71.5K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 2.43% |
$22.8K - $26.3K
|
40.2K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
30New |
$685 - $789
|
30
$935
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.2KNew |
$27.4K - $31.5K
|
1.2K
$37.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
133K+ 32.27% |
$3.03M - $3.5M
|
545K
$17M
|
|