Latest Institutional Sells of Sprott Physical Gold Trust (PHYS)
This list provides information on the latest institutional transactions involving Sprott Physical Gold Trust (PHYS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-650- 1.16% |
$11.8K - $13.5K
|
55.4K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-616- 0.1% |
$11.2K - $12.8K
|
608K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-534- 1.06% |
$9.68K - $11.1K
|
49.9K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-509- 6.51% |
$9.22K - $10.5K
|
7.31K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-500- 0.16% |
$9.06K - $10.4K
|
312K
$6.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-414- 1.3% |
$7.5K - $8.58K
|
31.5K
$676K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-400- 0.95% |
$7.25K - $8.29K
|
41.6K
$891K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-361- 0.27% |
$6.54K - $7.48K
|
132K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-350- 0.78% |
$6.34K - $7.25K
|
44.8K
$960K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-317- 2.34% |
$5.74K - $6.57K
|
13.2K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-290- 0.07% |
$5.25K - $6.01K
|
387K
$8.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-263- 0.09% |
$4.77K - $5.45K
|
299K
$6.41M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-167- 0.41% |
$3.03K - $3.46K
|
40.2K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-119- 0.35% |
$2.16K - $2.47K
|
33.6K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-86- 0.21% |
$1.56K - $1.78K
|
40.7K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-85- 0.08% |
$1.54K - $1.76K
|
112K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-68- 0.23% |
$1.23K - $1.41K
|
30.1K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-44- 20.66% |
$797 - $912
|
169
$3.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-41- 0.22% |
$743 - $850
|
18.6K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-41- 14.8% |
$743 - $850
|
236
$5.06K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-37- 0.31% |
$670 - $767
|
12K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25- 0.05% |
$453 - $518
|
45.7K
$980K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2- 0.01% |
$36.2 - $41.4
|
24.3K
$521K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-389K- 50.0% |
$6.8M - $7.33M
|
389K
$8.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-45.3K- 57.92% |
$792K - $854K
|
32.9K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43.7K- 15.5% |
$765K - $825K
|
238K
$5.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-8.09K- 12.78% |
$141K - $153K
|
55.2K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.5K- 88.15% |
$131K - $141K
|
1.01K
$21.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.04K- 17.58% |
$88.2K - $95.1K
|
23.6K
$506K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.55K- 10.24% |
$62.1K - $67K
|
31.1K
$667K
|
|
|
Jul 30, 2024
Q2 2024
|
Lane Generational LLC
|
SELL
|
- |
-3.47K- 6.84% |
$60.7K - $65.5K
|
47.2K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.75K- 0.44% |
$48.1K - $51.9K
|
616K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.68K- 7.13% |
$29.4K - $31.8K
|
21.9K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 0.53% |
$21.8K - $23.5K
|
235K
$5.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-700- 6.54% |
$12.2K - $13.2K
|
10K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-534- 9.34% |
$9.33K - $10.1K
|
5.18K
$111K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 2.97% |
$451K - $507K
|
958K
$20.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-20.1K- 33.68% |
$309K - $348K
|
39.6K
$848K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20K- 12.66% |
$307K - $346K
|
138K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-18.3K- 7.08% |
$282K - $317K
|
241K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-16.2K- 1.46% |
$249K - $281K
|
1.1M
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
SELL
|
- |
-7.2K- 40.0% |
$111K - $125K
|
10.8K
$231K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.43K- 31.51% |
$98.7K - $111K
|
14K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.98K- 17.64% |
$45.7K - $51.5K
|
13.9K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-930- 45.04% |
$14.3K - $16.1K
|
1.14K
$24.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-700- 3.53% |
$10.8K - $12.1K
|
19.1K
$409K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-500Closed |
$7.68K - $8.65K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-200- 1.69% |
$3.07K - $3.46K
|
11.6K
$248K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.39M- 94.57% |
$47.8M - $54.7M
|
195K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-513K- 95.34% |
$7.23M - $8.27M
|
25.1K
$537K
|
|