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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
22,225
shares
|
$692,531
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
22,214
shares
|
$692,188
0.18% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,062
shares
|
$687,451
0.36% of portfolio
|
Q3 2025
Added 64.27%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
21,643
shares
|
$674,395
0.01% of portfolio
|
Q3 2020
Reduced 1.14%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
21,500
shares
|
$669,940
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21,490
shares
|
$669,628
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
21,475
shares
|
$669,161
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,475
shares
|
$669,161
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
21,414
shares
|
$667,260
0.01% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
21,234
shares
|
$661,651
0.03% of portfolio
|
Q4 2025
Added 12.55%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
21,060
shares
|
$656,229
0.45% of portfolio
|
Q3 2025
Added 110.6%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
21,057
shares
|
$656,136
0.29% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
21,000
shares
|
$654,360
0.01% of portfolio
|
Q3 2022
Reduced 7.44%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
20,549
shares
|
$640,306
0.03% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
20,000
shares
|
$623,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
19,550
shares
|
$609,178
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
19,373
shares
|
$603,662
0.42% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,226
shares
|
$599,082
0.01% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
19,215
shares
|
$598,739
0.08% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
19,110
shares
|
$595,467
0.0% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
19,051
shares
|
$593,629
0.35% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
18,630
shares
|
$580,510
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
18,615
shares
|
$580,043
0.09% of portfolio
|
Q2 2020
Reduced 15.24%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
18,548
shares
|
$577,955
0.08% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
18,376
shares
|
$572,596
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|