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 634 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
50,434
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
50,432
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Added 129.19%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
50,345
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$1.56 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
49,694
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2025
Added 156.7%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
49,310
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
48,567
shares
|
$1.51 Million
0.82% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 15, 2026 Q4 2025 |
48,180
shares
|
$1.5 Million
0.14% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
48,047
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 49.74%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
47,813
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2025
Reduced 20.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
47,811
shares
|
$1.49 Million
0.16% of portfolio
|
Q4 2025
Added 7.4%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
47,203
shares
|
$1.47 Million
0.79% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
46,635
shares
|
$1.45 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
45,962
shares
|
$1.43 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Lane Generational LLC
|
Nov 04, 2025 Q3 2025 |
45,858
shares
|
$1.43 Million
1.79% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,804
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2023
Reduced 51.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
45,411
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
43,675
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
43,100
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
42,568
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
42,207
shares
|
$1.32 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
42,201
shares
|
$1.31 Million
0.4% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
41,725
shares
|
$1.3 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
41,250
shares
|
$1.29 Million
0.23% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
40,841
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2022
New holding
|
|