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 545 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 $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
17,939
shares
|
$450,986
0.08% of portfolio
|
Q3 2022
Added 26.88%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,675
shares
|
$444,349
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
17,653
shares
|
$443,796
0.25% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
17,203
shares
|
$432,483
0.0% of portfolio
|
Q4 2021
Added 273.73%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
17,154
shares
|
$431,251
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,938
shares
|
$425,821
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,902
shares
|
$424,916
0.01% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
16,778
shares
|
$421,798
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
16,700
shares
|
$419,838
0.03% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
16,621
shares
|
$417,851
0.0% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
16,573
shares
|
$416,645
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
16,345
shares
|
$410,913
0.04% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
15,991
shares
|
$402,013
0.03% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
15,912
shares
|
$400,027
0.0% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
15,640
shares
|
$393,189
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
15,570
shares
|
$391,429
0.08% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
15,488
shares
|
$389,368
0.33% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
15,410
shares
|
$387,407
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
15,333
shares
|
$385,471
0.0% of portfolio
|
Q1 2025
Added 68.05%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
15,065
shares
|
$378,734
0.05% of portfolio
|
Q1 2025
Added 218.43%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
15,000
shares
|
$377,100
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,567
shares
|
$366,214
0.02% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
14,477
shares
|
$363,951
0.05% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
14,296
shares
|
$359,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
14,173
shares
|
$356,309
0.03% of portfolio
|
Q4 2023
New holding
|