Purchases and Sales Made in Q2 2022 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
33.4K+ 10.19% |
$471K - $522K
|
361K
$9.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.8K+ 12.25% |
$435K - $483K
|
283K
$7.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.1K+ 4.11% |
$425K - $472K
|
764K
$19.7M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
29.4K+ 2.89% |
$415K - $461K
|
1.05M
$27M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
28.6K+ 6.29% |
$403K - $447K
|
483K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
28.5KNew |
$402K - $446K
|
28.5K
$733K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
26.6K+ 57.0% |
$375K - $416K
|
73.2K
$1.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.2K+ 11.21% |
$356K - $395K
|
250K
$6.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24.7KNew |
$349K - $387K
|
24.7K
$637K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
24.7KNew |
$349K - $387K
|
24.7K
$636K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
24.2K+ 3.44% |
$342K - $380K
|
729K
$18.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
23.4KNew |
$330K - $366K
|
23.4K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$305K - $338K
|
21.6K
$556K
|
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.4KNew |
$303K - $336K
|
21.4K
$552K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20K+ 40.35% |
$282K - $313K
|
69.6K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.3K+ 27.18% |
$259K - $287K
|
85.9K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.5K+ 19.72% |
$247K - $274K
|
106K
$2.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
16.4K+ 22.52% |
$232K - $257K
|
89.3K
$2.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
16.2K+ 6.42% |
$229K - $254K
|
268K
$6.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
15.8KNew |
$223K - $247K
|
15.8K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.3K+ 22.32% |
$215K - $239K
|
83.6K
$2.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.2K+ 17.35% |
$214K - $237K
|
103K
$2.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
15KNew |
$212K - $235K
|
15K
$386K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$211K - $234K
|
14.9K
$385K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.6KNew |
$206K - $229K
|
14.6K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
14.3K+ 1.61% |
$202K - $224K
|
904K
$23.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.1KNew |
$200K - $221K
|
14.1K
$364K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
13.5K+ 3.36% |
$191K - $211K
|
416K
$10.7M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.2K+ 26.68% |
$172K - $191K
|
57.8K
$1.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
12K+ 14.46% |
$169K - $188K
|
95K
$2.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
11.8K+ 118.0% |
$167K - $185K
|
21.8K
$561K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7K+ 5.21% |
$165K - $183K
|
236K
$6.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 23.01% |
$162K - $180K
|
61.4K
$1.58M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$160K - $177K
|
11.3K
$291K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.2KNew |
$158K - $175K
|
11.2K
$287K
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$156K - $173K
|
11K
$284K
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
10.7KNew |
$151K - $168K
|
10.7K
$276K
|
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.1KNew |
$143K - $159K
|
10.1K
$261K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
9.44K+ 17.48% |
$133K - $148K
|
63.4K
$1.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
7.97K+ 3.69% |
$113K - $125K
|
224K
$5.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.83K+ 9.58% |
$111K - $123K
|
89.6K
$2.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.2K+ 3.18% |
$102K - $113K
|
234K
$6.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.03K+ 15.04% |
$99.2K - $110K
|
53.7K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.66KNew |
$94K - $104K
|
6.66K
$171K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.19K+ 34.83% |
$87.5K - $97K
|
24K
$617K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.1K+ 3.06% |
$86.1K - $95.4K
|
205K
$5.28M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
5.61K+ 220.05% |
$79.2K - $87.8K
|
8.16K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
5.41K+ 7.36% |
$76.4K - $84.7K
|
79K
$2.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.34K+ 7.19% |
$75.3K - $83.5K
|
79.5K
$2.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.85K+ 3.62% |
$68.5K - $76K
|
139K
$3.57M
|