Purchases and Sales Made in Q3 2023 in Sprott Physical Gold Trust (PHYS)

PHYS Quotes by TradingView

This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q3 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
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.28K
+ 1.39%
$18.3K - $19.7K
92.9K $2.03M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1.25K
+ 25.0%
$17.9K - $19.3K
6.25K $136K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.18K
+ 0.51%
$16.8K - $18.1K
232K $5.05M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.04K
+ 2.55%
$14.9K - $16.1K
41.8K $912K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
1.01K
+ 6.98%
$14.5K - $15.6K
15.5K $337K
Oct 24, 2023 Q3 2023
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
1K
+ 4.55%
$14.3K - $15.4K
23K $501K
Oct 25, 2023 Q3 2023
Seaview Investment Managers LLC

BUY
 -
1K
+ 1.04%
$14.3K - $15.4K
97.1K $2.12M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
667
+ 2.35%
$9.55K - $10.3K
29.1K $634K
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
650
+ 1.61%
$9.31K - $10K
41K $894K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
600
+ 1.23%
$8.59K - $9.26K
49.2K $1.07M
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
500
New
$7.16K - $7.72K
500 $10.9K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
480
+ 1.52%
$6.87K - $7.41K
32K $698K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
473
+ 0.34%
$6.77K - $7.3K
138K $3M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
447
+ 0.65%
$6.4K - $6.9K
69.5K $1.51M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
300
+ 150.0%
$4.3K - $4.63K
500 $10.9K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
200
+ 0.19%
$2.86K - $3.09K
104K $2.27M
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
135
+ 0.05%
$1.93K - $2.08K
273K $5.95M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
100
+ 3.21%
$1.43K - $1.54K
3.22K $70.2K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
100
+ 0.38%
$1.43K - $1.54K
26.2K $572K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
90
New
$1.29K - $1.39K
90 $1.96K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
66
New
$945 - $1.02K
66 $1.44K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
51
+ 0.2%
$730 - $787
25.9K $564K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
10
+ 0.03%
$143 - $154
37.4K $816K
Oct 19, 2023 Q3 2023
New Harbor Financial Group, LLC

Leominster, MA
SELL
 -
-8
- 0.02%
$115 - $123
34.2K $746K
Nov 13, 2023 Q3 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
SELL
 -
-53
- 0.03%
$759 - $818
159K $3.46M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-59
- 0.13%
$845 - $910
44K $959K
Nov 14, 2023 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-61
- 35.88%
$874 - $941
109 $2.38K
Feb 14, 2024 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-61
- 35.88%
$874 - $941
109 $2.38K
Nov 14, 2023 Q3 2023
Concorde Financial Corp

Dallas, TX
SELL
 -
-132
- 0.02%
$1.89K - $2.04K
860K $18.7M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-175
- 0.88%
$2.51K - $2.7K
19.8K $432K
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

SELL
 -
-200
- 1.57%
$2.86K - $3.09K
12.5K $273K
Nov 14, 2023 Q3 2023
Mai Capital Management

SELL
 -
-206
- 1.89%
$2.95K - $3.18K
10.7K $233K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-247
- 45.16%
$3.54K - $3.81K
300 $6.54K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

SELL
 -
-250
- 1.03%
$3.58K - $3.86K
24.1K $526K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-292
- 3.32%
$4.18K - $4.51K
8.51K $185K
Oct 25, 2023 Q3 2023
Geneva Partners, LLC

SELL
 -
-300
- 0.65%
$4.3K - $4.63K
46K $1M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

SELL
 -
-309
- 0.53%
$4.42K - $4.77K
58.4K $1.27M
Oct 19, 2023 Q3 2023
Red Door Wealth Management, LLC

SELL
 -
-448
- 0.39%
$6.42K - $6.91K
115K $2.5M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-612
- 2.61%
$8.76K - $9.44K
22.9K $498K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

SELL
 -
-668
- 3.79%
$9.57K - $10.3K
17K $370K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-731
- 8.55%
$10.5K - $11.3K
7.82K $171K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-875
- 4.35%
$12.5K - $13.5K
19.2K $419K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-876
- 0.36%
$12.5K - $13.5K
245K $5.34M
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1K
- 6.87%
$14.3K - $15.4K
13.6K $295K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

SELL
 -
-1K
- 46.73%
$14.3K - $15.4K
1.14K $24.9K
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

SELL
 -
-1K
- 32.63%
$14.3K - $15.4K
2.07K $45K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-1.25K
- 8.33%
$17.9K - $19.3K
13.8K $300K
Oct 19, 2023 Q3 2023
Lane Generational LLC

SELL
 -
-1.28K
- 2.45%
$18.3K - $19.7K
50.7K $1.11M
Oct 12, 2023 Q3 2023
G&S Capital LLC

SELL
 -
-1.3K
- 2.3%
$18.5K - $20K
55.1K $1.2M

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