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
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.01% |
$14.1 - $15.7
|
14.5K
$315K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-8Closed |
$113 - $125
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-62- 0.24% |
$875 - $971
|
26.2K
$571K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-82- 0.23% |
$1.16K - $1.28K
|
36.2K
$790K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-150Closed |
$2.12K - $2.35K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-166Closed |
$2.34K - $2.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-191- 1.83% |
$2.7K - $2.99K
|
10.2K
$223K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-250Closed |
$3.53K - $3.92K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-270- 0.21% |
$3.81K - $4.23K
|
126K
$2.75M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-329Closed |
$4.65K - $5.15K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-362- 1.18% |
$5.11K - $5.67K
|
30.4K
$663K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-414- 5.59% |
$5.85K - $6.48K
|
6.99K
$152K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-480- 3.76% |
$6.78K - $7.52K
|
12.3K
$268K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 1.22% |
$7.06K - $7.83K
|
40.4K
$881K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-520- 8.18% |
$7.34K - $8.14K
|
5.83K
$127K
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-553Closed |
$7.81K - $8.66K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-770- 3.5% |
$10.9K - $12.1K
|
21.2K
$463K
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-845- 4.57% |
$11.9K - $13.2K
|
17.6K
$384K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-900- 2.17% |
$12.7K - $14.1K
|
40.7K
$887K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-945- 8.1% |
$13.3K - $14.8K
|
10.7K
$234K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-999- 6.29% |
$14.1K - $15.6K
|
14.9K
$325K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1KClosed |
$14.1K - $15.7K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.11K- 2.34% |
$15.7K - $17.4K
|
46.4K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.12K- 6.99% |
$15.8K - $17.5K
|
14.9K
$325K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.14K- 5.28% |
$16.1K - $17.9K
|
20.5K
$447K
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-1.18K- 4.59% |
$16.6K - $18.4K
|
24.4K
$532K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.24K- 0.5% |
$17.4K - $19.3K
|
248K
$5.4M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.29K- 7.47% |
$18.2K - $20.2K
|
16K
$348K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 1.08% |
$19.2K - $21.3K
|
124K
$2.71M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.57K- 6.58% |
$22.1K - $24.5K
|
22.2K
$484K
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-1.62K- 13.19% |
$22.9K - $25.4K
|
10.7K
$232K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.75K- 6.29% |
$24.7K - $27.4K
|
26.1K
$569K
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2K- 9.17% |
$28.2K - $31.3K
|
19.8K
$432K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2K- 11.76% |
$28.2K - $31.3K
|
15K
$327K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.14K- 2.68% |
$30.2K - $33.5K
|
77.7K
$1.69M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.34K- 0.58% |
$33.1K - $36.7K
|
405K
$8.82M
|
|
Aug 15, 2022
Q2 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-2.56K- 0.9% |
$36.1K - $40.1K
|
283K
$6.17M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.58K- 14.66% |
$36.4K - $40.4K
|
15K
$327K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 10.79% |
$37.4K - $41.5K
|
21.9K
$477K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.68K- 8.65% |
$37.8K - $41.9K
|
28.2K
$616K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.2KClosed |
$45.2K - $50.1K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-3.97K- 3.99% |
$56K - $62.1K
|
95.5K
$2.08M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.05K- 15.96% |
$57.2K - $63.4K
|
21.3K
$465K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.08K- 7.56% |
$57.6K - $63.9K
|
49.9K
$1.09M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.19KClosed |
$59.1K - $65.6K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.41K- 1.67% |
$62.2K - $69K
|
259K
$5.64M
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4.45K- 87.47% |
$62.8K - $69.6K
|
637
$13.9K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.66K- 5.07% |
$65.8K - $73K
|
87.2K
$1.9M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.74K- 30.47% |
$66.9K - $74.2K
|
10.8K
$236K
|
|
Jul 15, 2022
Q2 2022
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-5K- 18.52% |
$70.6K - $78.3K
|
22K
$480K
|