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 593 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
56,560
shares
|
$1.58 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
56,333
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
54,890
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
54,706
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
53,944
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
53,499
shares
|
$1.49 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
52,035
shares
|
$1.45 Million
1.11% of portfolio
|
Q2 2024
Reduced 37.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
51,508
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
51,508
shares
|
$1.44 Million
0.95% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
51,486
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
51,363
shares
|
$1.43 Million
0.55% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
51,316
shares
|
$1.43 Million
0.62% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
51,283
shares
|
$1.43 Million
0.18% of portfolio
|
Q1 2025
Added 143.45%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
50,943
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
49,515
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
49,310
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
49,133
shares
|
$1.37 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
49,064
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
48,487
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 64.04%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
48,291
shares
|
$1.35 Million
0.74% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
47,670
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
47,640
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
47,500
shares
|
$1.33 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
|
$1.32 Million
0.14% of portfolio
|
Q2 2025
Added 0.62%
|