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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,765
shares
|
$833,997
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,522
shares
|
$826,425
0.07% of portfolio
|
Q3 2025
Added 130.19%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
26,312
shares
|
$819,881
0.01% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
25,975
shares
|
$809,381
0.06% of portfolio
|
Q4 2025
Added 30.53%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
25,411
shares
|
$791,806
0.02% of portfolio
|
Q2 2025
Added 77.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
25,410
shares
|
$791,775
0.02% of portfolio
|
Q4 2024
Added 90.51%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
25,156
shares
|
$783,860
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
25,155
shares
|
$783,829
0.07% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
24,913
shares
|
$776,289
0.02% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
24,745
shares
|
$771,054
0.25% of portfolio
|
Q1 2022
Reduced 11.92%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
24,654
shares
|
$768,218
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,134
shares
|
$752,015
0.01% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
23,869
shares
|
$743,758
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
23,831
shares
|
$742,573
0.26% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
23,819
shares
|
$742,200
0.07% of portfolio
|
Q3 2025
Added 49.85%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
23,513
shares
|
$732,665
0.05% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
23,469
shares
|
$731,294
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
23,453
shares
|
$730,795
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
23,327
shares
|
$726,869
0.09% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,245
shares
|
$724,314
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
23,191
shares
|
$722,631
0.24% of portfolio
|
Q4 2025
Reduced 29.9%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
22,962
shares
|
$715,495
0.04% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
22,868
shares
|
$712,566
0.17% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
22,394
shares
|
$697,797
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|