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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
34,293
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
34,034
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 42.72%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,787
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
32,407
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
31,347
shares
|
$976,772
0.03% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
31,322
shares
|
$975,993
0.7% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
31,129
shares
|
$969,979
0.03% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,124
shares
|
$969,823
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,055
shares
|
$967,673
0.01% of portfolio
|
Q3 2025
Reduced 14.18%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
30,710
shares
|
$956,923
0.33% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
30,240
shares
|
$942,278
0.49% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
30,117
shares
|
$938,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
30,069
shares
|
$936,950
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
29,821
shares
|
$929,222
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
29,758
shares
|
$927,259
0.3% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
29,449
shares
|
$917,630
0.01% of portfolio
|
Q3 2025
Reduced 58.68%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
29,394
shares
|
$915,917
0.23% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,255
shares
|
$911,585
0.01% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
29,063
shares
|
$905,603
0.3% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
29,013
shares
|
$904,045
0.01% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
29,009
shares
|
$903,920
0.68% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Black Point Wealth Management
Naples, FL |
Jul 16, 2025 Q2 2025 |
28,299
shares
|
$881,796
20.51% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
28,021
shares
|
$873,134
0.02% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
27,994
shares
|
$872,293
0.2% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
27,543
shares
|
$858,239
0.02% of portfolio
|
Q3 2025
Added 1.67%
|
|