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 518 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 $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
19,232
shares
|
$453,105
0.21% of portfolio
|
Q2 2024
Added 16.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,226
shares
|
$452,964
0.01% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
19,110
shares
|
$450,231
0.0% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
19,065
shares
|
$449,171
0.32% of portfolio
|
Q1 2024
Added 34.7%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
19,019
shares
|
$448,087
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
19,006
shares
|
$447,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
18,961
shares
|
$446,721
0.14% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,680
shares
|
$440,100
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
18,615
shares
|
$438,569
0.07% of portfolio
|
Q2 2020
Reduced 15.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,336
shares
|
$431,996
0.0% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
18,274
shares
|
$430,535
0.24% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
18,235
shares
|
$429,616
0.04% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
18,000
shares
|
$424,080
0.12% of portfolio
|
Q3 2023
Reduced 48.57%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
17,939
shares
|
$422,642
0.06% of portfolio
|
Q3 2022
Added 26.88%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,675
shares
|
$416,423
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
17,522
shares
|
$412,818
0.02% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
17,203
shares
|
$405,302
0.0% of portfolio
|
Q4 2021
Added 273.73%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
17,154
shares
|
$404,148
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
17,018
shares
|
$400,944
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,938
shares
|
$399,059
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,902
shares
|
$398,211
0.01% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
16,700
shares
|
$393,452
0.03% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
16,621
shares
|
$391,590
0.0% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
16,573
shares
|
$390,459
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
16,345
shares
|
$385,088
0.04% of portfolio
|
Q3 2024
Added 0.93%
|