Purchases and Sales Made in Q4 2025 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q4 2025. 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, 2026
Q4 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
96.6K+ 29.01% |
$2.86M - $3.22M
|
430K
$13.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
91.5KNew |
$2.71M - $3.05M
|
91.5K
$2.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
53.4K+ 36.28% |
$1.58M - $1.78M
|
201K
$6.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.4K+ 23.75% |
$1.32M - $1.48M
|
232K
$7.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.5K+ 60.09% |
$874K - $983K
|
78.6K
$2.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.7K+ 4.3% |
$850K - $956K
|
696K
$21.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
20K+ 30.77% |
$592K - $666K
|
85K
$2.65M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
16.4KNew |
$484K - $545K
|
16.4K
$510K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.2K+ 7.77% |
$391K - $440K
|
183K
$5.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.56KNew |
$283K - $318K
|
9.56K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
7.5K+ 3.37% |
$222K - $250K
|
230K
$7.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.68KNew |
$198K - $222K
|
6.68K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.37KNew |
$189K - $212K
|
6.37K
$198K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.26KNew |
$185K - $209K
|
6.26K
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.08K+ 30.53% |
$180K - $202K
|
26K
$809K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.3K+ 7.4% |
$97.6K - $110K
|
47.8K
$1.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
3.18K+ 44.59% |
$94K - $106K
|
10.3K
$321K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.84K+ 685.99% |
$84.1K - $94.6K
|
3.25K
$101K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.56K+ 9.73% |
$46.2K - $52K
|
17.6K
$548K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 2.11% |
$43.4K - $48.8K
|
70.8K
$2.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.43KNew |
$42.5K - $47.8K
|
1.43K
$44.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.36K+ 1.96% |
$40.2K - $45.2K
|
70.5K
$2.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 8.31% |
$36.2K - $40.7K
|
15.9K
$496K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
955+ 0.19% |
$28.3K - $31.8K
|
506K
$15.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
811+ 0.25% |
$24K - $27K
|
322K
$10M
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
408+ 0.85% |
$12.1K - $13.6K
|
48.2K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
203New |
$6.01K - $6.76K
|
203
$6.33K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198+ 1.95% |
$5.86K - $6.6K
|
10.3K
$322K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
80+ 20.25% |
$2.37K - $2.66K
|
475
$14.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
9+ 0.83% |
$267 - $300
|
1.1K
$34.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-33- 0.38% |
$977 - $1.1K
|
8.71K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-110- 0.26% |
$3.26K - $3.66K
|
41.7K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-283- 2.75% |
$8.38K - $9.43K
|
10K
$312K
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-305- 1.74% |
$9.03K - $10.2K
|
17.2K
$537K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-320- 3.57% |
$9.48K - $10.7K
|
8.65K
$269K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 50.0% |
$14.8K - $16.7K
|
500
$15.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-625- 3.44% |
$18.5K - $20.8K
|
17.6K
$547K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-799- 4.59% |
$23.7K - $26.6K
|
16.6K
$517K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.4K- 9.92% |
$41.3K - $46.5K
|
12.7K
$395K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.43K- 1.19% |
$42.4K - $47.7K
|
119K
$3.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.5K- 4.66% |
$44.4K - $50K
|
30.7K
$957K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.5K- 13.16% |
$74.1K - $83.3K
|
16.5K
$514K
|
|
|
Jan 14, 2026
Q4 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.52K- 2.58% |
$74.8K - $84.1K
|
95.3K
$2.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3.77K- 0.18% |
$112K - $126K
|
2.06M
$64.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.86K- 72.34% |
$262K - $295K
|
3.39K
$106K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-9.89K- 29.9% |
$293K - $329K
|
23.2K
$723K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-11.8K- 2.48% |
$350K - $394K
|
466K
$14.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-12K- 20.06% |
$355K - $400K
|
47.8K
$1.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-15.7K- 4.63% |
$465K - $523K
|
324K
$10.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.2K- 2.27% |
$805K - $905K
|
1.17M
$36.5M
|
|