Purchases and Sales Made in Q4 2024 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2024. 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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.92K- 3.08% |
$77.1K - $85K
|
123K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 2.52% |
$79.2K - $87.2K
|
156K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.35K- 3.6% |
$85.5K - $94.2K
|
116K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.69K- 9.44% |
$92.2K - $102K
|
45K
$964K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.71K- 4.81% |
$92.5K - $102K
|
93.2K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.71K- 11.51% |
$112K - $124K
|
43.9K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.7K- 13.7% |
$132K - $145K
|
42.2K
$904K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.41K- 2.98% |
$146K - $160K
|
241K
$5.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.47K- 39.49% |
$166K - $183K
|
13K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-8.5K- 8.95% |
$167K - $184K
|
86.5K
$1.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16.4K- 8.59% |
$322K - $355K
|
174K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-32.5K- 44.12% |
$638K - $703K
|
41.1K
$881K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-92.6K- 29.97% |
$1.82M - $2.01M
|
216K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-119K- 26.17% |
$2.35M - $2.59M
|
337K
$7.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-136K- 2.48% |
$2.67M - $2.94M
|
5.33M
$114M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-162K- 29.34% |
$3.19M - $3.52M
|
391K
$8.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.43M- 22.79% |
$28.1M - $31M
|
4.85M
$104M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.81M- 98.37% |
$55.3M - $60.9M
|
46.6K
$999K
|