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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
18,316
shares
|
$570,726
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
18,000
shares
|
$560,880
0.18% of portfolio
|
Q3 2023
Reduced 48.57%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
17,939
shares
|
$558,979
0.08% of portfolio
|
Q3 2022
Added 26.88%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,875
shares
|
$556,985
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,675
shares
|
$550,753
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
17,591
shares
|
$548,135
0.04% of portfolio
|
Q4 2025
Added 9.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
17,553
shares
|
$546,951
0.01% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
17,267
shares
|
$538,039
0.09% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
17,230
shares
|
$536,886
0.26% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,201
shares
|
$535,983
0.04% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
17,154
shares
|
$534,518
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
17,124
shares
|
$533,583
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
17,100
shares
|
$532,836
0.06% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,894
shares
|
$526,417
0.04% of portfolio
|
Q2 2025
Added 55.42%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
16,634
shares
|
$518,315
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
16,591
shares
|
$516,975
0.01% of portfolio
|
Q4 2025
Reduced 4.59%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
16,535
shares
|
$515,230
0.23% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
16,500
shares
|
$514,140
0.29% of portfolio
|
Q4 2025
Reduced 13.16%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
16,355
shares
|
$509,621
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,345
shares
|
$509,310
0.01% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
16,000
shares
|
$498,560
0.01% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
15,932
shares
|
$496,441
0.02% of portfolio
|
Q4 2025
Added 8.31%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
15,694
shares
|
$489,025
0.0% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,641
shares
|
$487,373
0.0% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
15,640
shares
|
$487,342
0.16% of portfolio
|
Q4 2024
New holding
|
|