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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,000
shares
|
$558,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
19,550
shares
|
$546,031
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
19,432
shares
|
$542,735
0.25% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
19,373
shares
|
$541,087
0.4% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
19,359
shares
|
$540,696
0.02% of portfolio
|
Q2 2025
Reduced 80.75%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
19,283
shares
|
$538,574
0.18% of portfolio
|
Q4 2024
Reduced 58.68%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
19,231
shares
|
$537,121
0.04% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,226
shares
|
$536,982
0.01% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
19,110
shares
|
$533,742
0.0% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
19,000
shares
|
$530,670
0.3% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,800
shares
|
$525,084
0.0% of portfolio
|
Q2 2025
Added 74.07%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
18,741
shares
|
$523,436
0.04% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,615
shares
|
$519,916
0.08% of portfolio
|
Q2 2020
Reduced 15.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
18,564
shares
|
$518,492
0.09% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
18,548
shares
|
$518,045
0.09% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
18,500
shares
|
$516,705
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
18,474
shares
|
$515,978
0.03% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,337
shares
|
$512,152
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
18,316
shares
|
$511,565
0.05% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
18,174
shares
|
$507,599
0.03% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
18,000
shares
|
$502,740
0.16% of portfolio
|
Q3 2023
Reduced 48.57%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17,939
shares
|
$501,036
0.08% of portfolio
|
Q3 2022
Added 26.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
17,879
shares
|
$499,360
0.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,860
shares
|
$498,829
0.0% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
17,718
shares
|
$494,863
0.01% of portfolio
|
Q2 2025
Reduced 2.34%
|