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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
16,146
shares
|
$380,399
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
15,991
shares
|
$376,747
0.03% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
15,912
shares
|
$374,886
0.0% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
15,640
shares
|
$368,478
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
15,488
shares
|
$364,897
0.33% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
15,410
shares
|
$363,059
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,070
shares
|
$355,049
0.0% of portfolio
|
Q4 2024
Reduced 45.12%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
15,000
shares
|
$353,400
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
14,810
shares
|
$348,923
0.05% of portfolio
|
Q4 2024
Reduced 49.72%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
14,596
shares
|
$343,881
0.11% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
14,477
shares
|
$341,078
0.05% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
14,296
shares
|
$336,813
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
14,173
shares
|
$333,915
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
13,889
shares
|
$327,224
0.01% of portfolio
|
Q1 2024
Reduced 17.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,710
shares
|
$323,007
0.01% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,705
shares
|
$322,889
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,625
shares
|
$321,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,523
shares
|
$318,601
0.0% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
13,500
shares
|
$318,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
13,349
shares
|
$314,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
13,279
shares
|
$312,853
0.0% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,226
shares
|
$311,604
0.08% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,200
shares
|
$310,992
0.09% of portfolio
|
Q3 2021
Reduced 7.04%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
13,000
shares
|
$306,280
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$306,280
0.05% of portfolio
|
Q4 2024
New holding
|