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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
40,587
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
40,568
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
40,288
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2025
Added 49.4%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
40,197
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
40,161
shares
|
$1.25 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
40,031
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 106.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
39,609
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Added 53.94%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39,500
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
39,267
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
39,124
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
38,533
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
37,644
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
37,600
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2025
Reduced 11.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
37,599
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.46%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
37,347
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
36,437
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
36,200
shares
|
$1.13 Million
0.28% of portfolio
|
Q3 2025
Added 32.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
35,700
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
35,700
shares
|
$1.11 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
35,122
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2021
Reduced -0.0%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
35,036
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
34,925
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
34,898
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
34,618
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
34,598
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.46%
|
|