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 573 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $3.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
43,675
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
43,659
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
43,532
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
42,920
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
42,832
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
42,772
shares
|
$1.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
42,207
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
42,201
shares
|
$1.08 Million
0.41% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
42,163
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
41,944
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
41,533
shares
|
$1.07 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
41,498
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 62.67%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
41,250
shares
|
$1.06 Million
0.23% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
41,200
shares
|
$1.06 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
41,200
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
41,161
shares
|
$1.06 Million
0.73% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
40,904
shares
|
$1.05 Million
0.35% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
40,841
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
40,448
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 63.97%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
39,710
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Added 70.93%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
39,500
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
39,015
shares
|
$1 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
38,860
shares
|
$996,759
0.1% of portfolio
|
Q4 2020
Reduced 24.34%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
38,761
shares
|
$994,219
0.39% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
37,759
shares
|
$968,518
0.03% of portfolio
|
Q1 2025
Added 40.44%
|