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 |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
37,230
shares
|
$954,949
0.32% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
36,966
shares
|
$948,177
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
36,783
shares
|
$943,483
0.0% of portfolio
|
Q1 2025
Added 43.48%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
36,598
shares
|
$938,738
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
35,900
shares
|
$920,835
0.42% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
35,817
shares
|
$918,706
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
35,515
shares
|
$910,959
0.06% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
35,122
shares
|
$900,879
0.01% of portfolio
|
Q3 2021
Reduced -0.0%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
34,925
shares
|
$895,826
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,738
shares
|
$891,029
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
34,585
shares
|
$887,105
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
34,549
shares
|
$886,181
0.41% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
34,287
shares
|
$879,461
0.01% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,787
shares
|
$840,986
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
32,642
shares
|
$837,267
0.2% of portfolio
|
Q1 2025
Added 172.65%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,563
shares
|
$835,240
0.02% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
32,546
shares
|
$834,804
0.34% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
32,536
shares
|
$834,548
0.01% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
31,458
shares
|
$806,897
0.05% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,410
shares
|
$805,666
0.01% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
31,337
shares
|
$803,794
0.19% of portfolio
|
Q1 2025
Added 47.47%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
31,129
shares
|
$798,458
0.02% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,124
shares
|
$798,330
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
30,669
shares
|
$786,659
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
30,278
shares
|
$776,630
0.68% of portfolio
|
Q1 2025
Added 35.58%
|