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 488 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,717
shares
|
$500,766
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
24,654
shares
|
$499,490
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
24,550
shares
|
$497,383
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,333
shares
|
$492,986
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
24,197
shares
|
$490,231
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
24,195
shares
|
$490,190
0.05% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,134
shares
|
$488,954
0.01% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2024 Q3 2024 |
23,869
shares
|
$483,585
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
23,640
shares
|
$478,946
0.0% of portfolio
|
Q2 2024
Reduced 17.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
23,476
shares
|
$475,623
0.01% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
23,377
shares
|
$473,618
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
23,327
shares
|
$472,605
0.07% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,245
shares
|
$470,943
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
23,008
shares
|
$466,142
0.05% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
23,000
shares
|
$465,980
0.31% of portfolio
|
Q3 2023
Added 4.55%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
22,778
shares
|
$461,482
0.02% of portfolio
|
Q3 2024
Added 51.85%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
22,071
shares
|
$447,158
0.21% of portfolio
|
Q3 2024
Added 107.03%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
22,000
shares
|
$445,720
0.13% of portfolio
|
Q1 2020
Reduced 24.14%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
22,000
shares
|
$445,720
0.06% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
21,949
shares
|
$444,686
0.03% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
21,643
shares
|
$438,487
0.01% of portfolio
|
Q3 2020
Reduced 1.14%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
21,500
shares
|
$435,590
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
21,498
shares
|
$435,549
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21,490
shares
|
$435,387
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
21,439
shares
|
$434,354
0.43% of portfolio
|
Q3 2024
Reduced 30.76%
|