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 584 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
38,761
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
37,477
shares
|
$986,019
0.08% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
37,230
shares
|
$979,521
0.32% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
36,783
shares
|
$967,760
0.0% of portfolio
|
Q1 2025
Added 43.48%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
36,598
shares
|
$962,893
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
36,186
shares
|
$952,053
0.01% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
35,900
shares
|
$944,529
0.42% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
35,515
shares
|
$934,399
0.06% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
35,122
shares
|
$924,059
0.01% of portfolio
|
Q3 2021
Reduced -0.0%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
35,008
shares
|
$921,060
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
34,925
shares
|
$918,876
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,738
shares
|
$913,956
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
34,293
shares
|
$902,248
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,787
shares
|
$862,625
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,563
shares
|
$856,732
0.02% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
32,546
shares
|
$856,285
0.33% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
32,536
shares
|
$856,022
0.01% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,410
shares
|
$826,397
0.01% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
31,337
shares
|
$824,476
0.19% of portfolio
|
Q1 2025
Added 47.47%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
31,202
shares
|
$820,924
0.61% of portfolio
|
Q2 2025
Added 178.54%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
31,129
shares
|
$819,003
0.02% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,124
shares
|
$818,872
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
30,669
shares
|
$806,901
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
30,528
shares
|
$803,191
0.17% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,069
shares
|
$791,115
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|