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 $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,552
shares
|
$685,737
0.02% of portfolio
|
Q2 2025
Reduced 34.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,134
shares
|
$674,062
0.01% of portfolio
|
Q3 2022
Added 0.64%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
24,106
shares
|
$673,280
0.35% of portfolio
|
Q2 2025
Reduced 46.26%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
23,869
shares
|
$666,661
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
23,847
shares
|
$666,046
0.0% of portfolio
|
Q4 2024
Added 166.26%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
23,705
shares
|
$662,080
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
23,469
shares
|
$655,489
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
23,453
shares
|
$655,042
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
23,327
shares
|
$651,523
0.08% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,245
shares
|
$649,232
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
23,046
shares
|
$643,674
0.17% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
22,674
shares
|
$633,284
0.01% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
22,359
shares
|
$624,486
0.0% of portfolio
|
Q2 2025
Added 45.82%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
22,225
shares
|
$620,744
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
22,214
shares
|
$620,437
0.17% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
22,004
shares
|
$614,571
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
21,643
shares
|
$604,488
0.01% of portfolio
|
Q3 2020
Reduced 1.14%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
21,575
shares
|
$602,589
0.04% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
21,500
shares
|
$600,495
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21,490
shares
|
$600,215
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,475
shares
|
$599,796
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
21,000
shares
|
$586,530
0.01% of portfolio
|
Q3 2022
Reduced 7.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,727
shares
|
$578,905
0.0% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
20,549
shares
|
$573,933
0.03% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
20,000
shares
|
$558,600
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|