Institutional Ownership Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
53,997
shares
|
$1.42 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
53,499
shares
|
$1.41 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
52,283
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
52,035
shares
|
$1.37 Million
1.11% of portfolio
|
Q2 2024
Reduced 37.37%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
51,791
shares
|
$1.36 Million
0.51% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
51,508
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
51,363
shares
|
$1.35 Million
0.55% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
51,283
shares
|
$1.35 Million
0.18% of portfolio
|
Q1 2025
Added 143.45%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
50,943
shares
|
$1.34 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
49,900
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
49,515
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
49,310
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
49,133
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
49,064
shares
|
$1.29 Million
0.19% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
48,431
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
48,291
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
48,172
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
47,500
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
47,382
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Lane Generational LLC
|
May 06, 2025 Q1 2025 |
47,244
shares
|
$1.24 Million
1.35% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
47,205
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
46,207
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
45,962
shares
|
$1.21 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,804
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2023
Reduced 51.63%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
45,600
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 93.89%
|