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 545 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
20,909
shares
|
$525,652
0.01% of portfolio
|
Q4 2024
Added 86.5%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
20,814
shares
|
$523,263
0.01% of portfolio
|
Q2 2024
Added 20.56%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
20,337
shares
|
$511,272
0.01% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
20,000
shares
|
$502,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
19,380
shares
|
$487,213
0.18% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
19,375
shares
|
$487,087
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
19,365
shares
|
$486,836
0.01% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,361
shares
|
$486,735
0.0% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
19,360
shares
|
$486,710
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
19,337
shares
|
$486,132
0.0% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
19,232
shares
|
$483,492
0.25% of portfolio
|
Q2 2024
Added 16.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,226
shares
|
$483,341
0.01% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
19,110
shares
|
$480,425
0.0% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
19,065
shares
|
$479,294
0.45% of portfolio
|
Q1 2024
Added 34.7%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
19,019
shares
|
$478,137
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
19,006
shares
|
$477,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
18,940
shares
|
$476,151
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,680
shares
|
$469,615
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
18,615
shares
|
$467,981
0.08% of portfolio
|
Q2 2020
Reduced 15.24%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
18,548
shares
|
$466,296
0.09% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
18,500
shares
|
$465,090
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,336
shares
|
$460,967
0.0% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
18,316
shares
|
$460,464
0.05% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
18,143
shares
|
$456,115
0.01% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
18,000
shares
|
$452,520
0.16% of portfolio
|
Q3 2023
Reduced 48.57%
|