Purchases and Sales Made in Q1 2023 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q1 2023. 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 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.34K+ 35.18% |
$60.6K - $67.7K
|
16.7K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.13K+ 1.01% |
$57.7K - $64.4K
|
413K
$9.16M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.82K+ 0.9% |
$53.4K - $59.6K
|
430K
$9.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 3.62% |
$53.2K - $59.4K
|
109K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 57.79% |
$51.8K - $57.9K
|
10.1K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.63K+ 1.63% |
$50.7K - $56.7K
|
227K
$5.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3.6K+ 9.67% |
$50.3K - $56.2K
|
40.8K
$905K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.52KNew |
$49.2K - $54.9K
|
3.52K
$78K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.49K+ 116233.33% |
$48.7K - $54.4K
|
3.49K
$77.3K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.27K+ 0.25% |
$45.7K - $51K
|
1.31M
$29.1M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.2K+ 16.8% |
$44.7K - $49.9K
|
22.2K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.53K+ 12.04% |
$35.2K - $39.4K
|
23.5K
$521K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.37K+ 3.05% |
$33.1K - $37K
|
80K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.32K+ 3.21% |
$32.4K - $36.2K
|
74.6K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.05K+ 3.43% |
$28.6K - $31.9K
|
61.7K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 17.33% |
$27.9K - $31.2K
|
13.5K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 1.74% |
$24.6K - $27.5K
|
103K
$2.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.69K+ 4.44% |
$23.5K - $26.3K
|
39.6K
$878K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.66K+ 8.01% |
$23.2K - $25.9K
|
22.4K
$496K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.5K+ 10.93% |
$20.9K - $23.4K
|
15.2K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.26K+ 0.17% |
$17.5K - $19.6K
|
749K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.12K+ 9.19% |
$15.6K - $17.5K
|
13.3K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 3.72% |
$15.1K - $16.9K
|
30.2K
$668K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$14K - $15.6K
|
1K
$22.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$14K - $15.6K
|
1K
$22.2K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1K+ 9.91% |
$14K - $15.6K
|
11.1K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 9.43% |
$14K - $15.6K
|
11.6K
$257K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
908+ 2.01% |
$12.7K - $14.2K
|
46.1K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
870+ 1.86% |
$12.1K - $13.6K
|
47.7K
$1.06M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
866+ 12.16% |
$12.1K - $13.5K
|
7.99K
$177K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
800New |
$11.2K - $12.5K
|
800
$17.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
800+ 3.17% |
$11.2K - $12.5K
|
26K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
797+ 3.27% |
$11.1K - $12.4K
|
25.2K
$559K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
483+ 1.93% |
$6.74K - $7.53K
|
25.6K
$566K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$5.93K - $6.63K
|
425
$9.42K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
420+ 1.13% |
$5.86K - $6.55K
|
37.5K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
385+ 0.68% |
$5.37K - $6.01K
|
57K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
360+ 0.32% |
$5.03K - $5.62K
|
112K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
350+ 1.53% |
$4.89K - $5.46K
|
23.3K
$516K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
325+ 2.71% |
$4.54K - $5.07K
|
12.3K
$273K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$4.19K - $4.68K
|
300
$6.65K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
298+ 0.14% |
$4.16K - $4.65K
|
212K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$2.18K - $2.43K
|
156
$3.46K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 0.18% |
$1.4K - $1.56K
|
56.6K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
100+ 0.11% |
$1.4K - $1.56K
|
95.1K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
100+ 0.47% |
$1.4K - $1.56K
|
21.6K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
100+ 0.61% |
$1.4K - $1.56K
|
16.6K
$368K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
35+ 0.14% |
$489 - $546
|
24.2K
$537K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 5.0% |
$349 - $390
|
525
$11.6K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5+ 3.31% |
$69.8 - $78
|
156
$3.46K
|