Purchases and Sales Made in Q1 2022 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q1 2022. The information is specifically focused on institutions that hold shares of Sprott Physical Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.1KNew |
$746K - $850K
|
53.1K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46.7KNew |
$656K - $748K
|
46.7K
$1.02M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
46.6KNew |
$655K - $746K
|
46.6K
$1.02M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
46.1K+ 5.16% |
$647K - $737K
|
938K
$20.5M
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
45.8K+ 22.2% |
$643K - $733K
|
252K
$5.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
44.9K+ 14.21% |
$631K - $719K
|
361K
$7.87M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
42.2K+ 161.3% |
$593K - $675K
|
68.3K
$1.49M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.7K+ 21.92% |
$572K - $652K
|
226K
$4.94M
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
40K+ 4.64% |
$562K - $640K
|
903K
$19.7M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$549K - $625K
|
39.1K
$851K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
38.8K+ 5.02% |
$545K - $622K
|
812K
$17.7M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
37.6K+ 106.9% |
$529K - $603K
|
72.8K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37KNew |
$520K - $592K
|
37K
$806K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 4.91% |
$473K - $539K
|
719K
$15.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
33.4KNew |
$470K - $535K
|
33.4K
$729K
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
33.4K+ 50.6% |
$470K - $535K
|
99.5K
$2.17M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32.7K+ 107.53% |
$459K - $524K
|
63.1K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
30.2KNew |
$425K - $484K
|
30.2K
$659K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
29.5K+ 50.0% |
$415K - $473K
|
88.6K
$1.93M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26.5K+ 3.47% |
$373K - $425K
|
791K
$17.2M
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
25.4K+ 5.64% |
$357K - $407K
|
476K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.8KNew |
$348K - $397K
|
24.8K
$540K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.1K+ 203.02% |
$338K - $386K
|
36K
$784K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23.6KNew |
$332K - $378K
|
23.6K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 10.33% |
$325K - $370K
|
247K
$5.38M
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
22.8K+ 29.81% |
$321K - $366K
|
99.5K
$2.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.8K+ 28.19% |
$307K - $349K
|
99.3K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.2K+ 35.12% |
$299K - $340K
|
81.7K
$1.78M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21.1KNew |
$296K - $338K
|
21.1K
$460K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
21.1KNew |
$296K - $338K
|
21.1K
$460K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
20.4K+ 1.69% |
$287K - $327K
|
1.23M
$26.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
20K+ 173.91% |
$281K - $320K
|
31.5K
$687K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
20KNew |
$281K - $320K
|
20K
$436K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.1K+ 10.6% |
$268K - $305K
|
199K
$4.34M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.5K+ 24.65% |
$246K - $281K
|
88.7K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
17.2KNew |
$242K - $276K
|
17.2K
$375K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17K+ 7.34% |
$239K - $272K
|
249K
$5.43M
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
16KNew |
$225K - $256K
|
16K
$349K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15.9KNew |
$223K - $254K
|
15.9K
$346K
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
15.2K+ 7.58% |
$214K - $244K
|
216K
$4.71M
|
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
15.1K+ 82.02% |
$211K - $241K
|
33.4K
$728K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14.9K+ 5.39% |
$209K - $239K
|
292K
$6.36M
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
14.7K+ 3.76% |
$207K - $236K
|
407K
$8.87M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
14.2K+ 25.99% |
$199K - $227K
|
68.6K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.7K+ 6.32% |
$192K - $219K
|
230K
$5.01M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.4KNew |
$189K - $215K
|
13.4K
$293K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2KNew |
$186K - $212K
|
13.2K
$288K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.6KNew |
$176K - $201K
|
12.6K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$172K - $196K
|
12.2K
$267K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
12.2K+ 29.14% |
$171K - $195K
|
54K
$1.18M
|