Purchases and Sales Made in Q4 2021 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.73K+ 6.33% |
$51.3K - $54.7K
|
62.6K
$1.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
3.25KNew |
$44.7K - $47.7K
|
3.25K
$70.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.2KNew |
$44.1K - $47K
|
3.2K
$69.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
3.2K+ 1.02% |
$44K - $46.9K
|
318K
$6.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.15K+ 19.08% |
$43.4K - $46.3K
|
19.7K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.32K+ 2.99% |
$32K - $34.1K
|
79.9K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.27K+ 122.36% |
$31.3K - $33.4K
|
4.13K
$90K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 722.68% |
$31.2K - $33.2K
|
2.58K
$56.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.1K+ 4.35% |
$28.9K - $30.8K
|
50.4K
$1.1M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
2K+ 13.79% |
$27.6K - $29.4K
|
16.5K
$360K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.6KNew |
$22K - $23.5K
|
1.6K
$34.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.53K+ 2.65% |
$21K - $22.4K
|
59.2K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 5.01% |
$20.6K - $22K
|
31.4K
$685K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.39KNew |
$19.2K - $20.4K
|
1.39K
$30.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
1.3KNew |
$17.9K - $19.1K
|
1.3K
$28.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$15K - $15.9K
|
1.09K
$23.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.05K+ 0.41% |
$14.5K - $15.4K
|
258K
$5.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1K+ 20.0% |
$13.8K - $14.7K
|
6K
$131K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
680+ 5.62% |
$9.37K - $9.99K
|
12.8K
$279K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
627+ 5.63% |
$8.64K - $9.21K
|
11.8K
$256K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
570+ 0.87% |
$7.85K - $8.37K
|
66K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
458New |
$6.31K - $6.73K
|
458
$9.98K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
356+ 1.55% |
$4.91K - $5.23K
|
23.3K
$509K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
300+ 1.73% |
$4.13K - $4.41K
|
17.7K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
287New |
$3.95K - $4.22K
|
287
$6.26K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
250+ 50.0% |
$3.45K - $3.67K
|
750
$16.4K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
174+ 0.42% |
$2.4K - $2.56K
|
41.3K
$900K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
150New |
$2.07K - $2.2K
|
150
$3.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
150+ 1.2% |
$2.07K - $2.2K
|
12.7K
$276K
|
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
131+ 0.2% |
$1.81K - $1.92K
|
66.4K
$1.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
100+ 0.16% |
$1.38K - $1.47K
|
63.4K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 50.0% |
$1.38K - $1.47K
|
300
$6.54K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$13.8 - $14.7
|
1
$21.8
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7- 3.5% |
$96.5 - $103
|
193
$4.21K
|
|
|
Jan 26, 2022
Q4 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-10- 0.05% |
$138 - $147
|
19.1K
$417K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12- 0.09% |
$165 - $176
|
13.2K
$288K
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-30Closed |
$413 - $441
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-140- 4.95% |
$1.93K - $2.06K
|
2.69K
$58.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-160- 0.67% |
$2.2K - $2.35K
|
23.9K
$520K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-318- 0.36% |
$4.38K - $4.67K
|
87K
$1.9M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-385- 0.82% |
$5.31K - $5.66K
|
46.4K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-400- 2.25% |
$5.51K - $5.88K
|
17.4K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-433- 1.19% |
$5.97K - $6.36K
|
35.9K
$782K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-447- 2.49% |
$6.16K - $6.57K
|
17.5K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-495- 1.03% |
$6.82K - $7.27K
|
47.8K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 3.34% |
$6.89K - $7.35K
|
14.5K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-666- 1.37% |
$9.18K - $9.78K
|
47.9K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-913- 0.23% |
$12.6K - $13.4K
|
392K
$8.54M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-1K- 15.58% |
$13.8K - $14.7K
|
5.42K
$118K
|