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 $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
29,661
shares
|
$760,804
0.02% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,240
shares
|
$750,006
0.04% of portfolio
|
Q1 2025
Added 53.74%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
29,240
shares
|
$750,006
0.49% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
29,214
shares
|
$749,339
0.13% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
28,657
shares
|
$735,052
0.0% of portfolio
|
Q1 2025
Reduced 54.87%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
28,400
shares
|
$728,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
28,294
shares
|
$725,741
0.31% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
28,243
shares
|
$724,432
0.03% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
26,967
shares
|
$691,703
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
26,462
shares
|
$678,750
0.01% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
26,004
shares
|
$667,002
0.43% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
25,410
shares
|
$651,766
0.02% of portfolio
|
Q4 2024
Added 90.51%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
25,156
shares
|
$645,251
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
25,068
shares
|
$642,994
0.32% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
24,745
shares
|
$634,709
0.25% of portfolio
|
Q1 2022
Reduced 11.92%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
24,654
shares
|
$632,375
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
24,565
shares
|
$630,092
0.07% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,134
shares
|
$619,037
0.01% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
23,896
shares
|
$612,932
0.02% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
23,869
shares
|
$612,239
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
23,522
shares
|
$603,339
0.01% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
23,400
shares
|
$600,210
0.18% of portfolio
|
Q1 2025
Added 91.66%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
23,327
shares
|
$598,337
0.09% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,245
shares
|
$596,234
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
23,090
shares
|
$592,258
0.32% of portfolio
|
Q1 2025
Reduced 43.56%
|