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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
37,477
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
37,134
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
36,598
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
36,463
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36,437
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
36,186
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
35,700
shares
|
$997,101
0.4% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
35,122
shares
|
$980,957
0.01% of portfolio
|
Q3 2021
Reduced -0.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
35,023
shares
|
$978,192
0.07% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
35,008
shares
|
$977,773
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
34,925
shares
|
$975,455
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
34,843
shares
|
$973,164
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
34,293
shares
|
$957,803
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
33,354
shares
|
$931,577
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
33,023
shares
|
$922,332
0.08% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,787
shares
|
$915,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
32,607
shares
|
$910,713
0.47% of portfolio
|
Q2 2025
Added 25.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
32,546
shares
|
$909,009
0.33% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
32,087
shares
|
$896,189
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
31,536
shares
|
$880,800
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
31,202
shares
|
$871,471
0.61% of portfolio
|
Q2 2025
Added 178.54%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
31,129
shares
|
$869,432
0.03% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,124
shares
|
$869,293
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
30,528
shares
|
$852,647
0.17% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,069
shares
|
$839,827
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|