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 593 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
29,840
shares
|
$833,431
0.46% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
29,394
shares
|
$820,974
0.28% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
29,353
shares
|
$819,829
0.23% of portfolio
|
Q2 2025
Added 32.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
29,255
shares
|
$817,092
0.01% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
29,141
shares
|
$813,908
0.28% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
28,571
shares
|
$797,988
0.6% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Black Point Wealth Management
Naples, FL |
Jul 16, 2025 Q2 2025 |
28,299
shares
|
$790,391
20.51% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
28,257
shares
|
$789,218
0.04% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
28,243
shares
|
$788,826
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
|
$771,454
0.02% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
27,300
shares
|
$762,489
0.19% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
27,091
shares
|
$756,651
0.02% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
26,967
shares
|
$753,188
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
26,363
shares
|
$736,318
0.26% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
25,730
shares
|
$718,638
0.03% of portfolio
|
Q2 2025
Added 164.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
25,411
shares
|
$709,729
0.02% of portfolio
|
Q2 2025
Added 77.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
25,410
shares
|
$709,701
0.02% of portfolio
|
Q4 2024
Added 90.51%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
25,297
shares
|
$706,545
0.35% of portfolio
|
Q2 2025
Added 143.43%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
25,156
shares
|
$702,607
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
25,155
shares
|
$702,579
0.07% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
24,913
shares
|
$695,820
0.02% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
24,856
shares
|
$694,228
0.01% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
24,745
shares
|
$691,127
0.25% of portfolio
|
Q1 2022
Reduced 11.92%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
24,711
shares
|
$690,178
0.24% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
24,654
shares
|
$688,586
0.08% of portfolio
|
Q3 2023
New holding
|