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 486 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
41,084
shares
|
$856,190
0.18% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
40,841
shares
|
$851,126
0.41% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
40,835
shares
|
$851,001
0.05% of portfolio
|
Q2 2024
Added 11.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,810
shares
|
$850,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
40,678
shares
|
$847,729
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
40,306
shares
|
$839,977
0.09% of portfolio
|
Q3 2024
Added 69.18%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
40,169
shares
|
$837,121
0.29% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
39,117
shares
|
$815,198
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
38,860
shares
|
$809,842
0.08% of portfolio
|
Q4 2020
Reduced 24.34%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
38,780
shares
|
$808,175
0.0% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
38,300
shares
|
$798,172
0.06% of portfolio
|
Q3 2024
Added 40.29%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
37,130
shares
|
$773,789
0.2% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
37,111
shares
|
$773,393
0.0% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
35,817
shares
|
$746,426
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
35,647
shares
|
$742,883
0.17% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
35,586
shares
|
$741,612
0.0% of portfolio
|
Q3 2024
Added 44.03%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
35,581
shares
|
$741,508
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
35,122
shares
|
$731,942
0.01% of portfolio
|
Q3 2021
Reduced -0.0%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
34,950
shares
|
$728,358
0.34% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
34,925
shares
|
$727,837
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
34,885
shares
|
$727,003
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
34,694
shares
|
$723,022
0.26% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
34,392
shares
|
$716,729
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
34,207
shares
|
$712,873
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
33,571
shares
|
$699,619
0.06% of portfolio
|
Q3 2024
Reduced 0.35%
|