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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,240
shares
|
$769,304
0.04% of portfolio
|
Q1 2025
Added 53.74%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
29,240
shares
|
$769,304
0.49% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
29,214
shares
|
$768,620
0.13% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
28,657
shares
|
$753,965
0.0% of portfolio
|
Q1 2025
Reduced 54.87%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
28,571
shares
|
$751,703
0.6% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
28,400
shares
|
$747,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jul 16, 2025 Q2 2025 |
28,299
shares
|
$744,546
20.51% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
28,294
shares
|
$744,415
0.31% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
28,257
shares
|
$743,441
0.04% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
28,243
shares
|
$743,073
0.03% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
27,621
shares
|
$726,708
0.02% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
26,967
shares
|
$709,501
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
26,462
shares
|
$696,215
0.01% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
26,363
shares
|
$693,610
0.26% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
26,004
shares
|
$684,165
0.43% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
25,410
shares
|
$668,537
0.02% of portfolio
|
Q4 2024
Added 90.51%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
25,156
shares
|
$661,854
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
24,745
shares
|
$651,040
0.25% of portfolio
|
Q1 2022
Reduced 11.92%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
24,711
shares
|
$650,146
0.24% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
24,654
shares
|
$648,646
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
24,565
shares
|
$646,305
0.07% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,552
shares
|
$645,963
0.02% of portfolio
|
Q2 2025
Reduced 34.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,134
shares
|
$634,965
0.01% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
23,869
shares
|
$627,993
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
23,522
shares
|
$618,863
0.01% of portfolio
|
Q4 2024
Reduced 3.33%
|