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 $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
17,686
shares
|
$493,969
0.01% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,675
shares
|
$493,662
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
17,653
shares
|
$493,048
0.24% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,498
shares
|
$488,719
0.06% of portfolio
|
Q2 2025
Reduced 74.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
17,203
shares
|
$480,479
0.0% of portfolio
|
Q4 2021
Added 273.73%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
17,154
shares
|
$479,111
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
17,125
shares
|
$478,301
0.07% of portfolio
|
Q2 2025
Added 90.28%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
16,925
shares
|
$472,715
0.06% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
16,902
shares
|
$472,072
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
16,894
shares
|
$471,849
0.04% of portfolio
|
Q2 2025
Added 55.42%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
16,872
shares
|
$471,234
0.01% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,778
shares
|
$468,609
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
16,634
shares
|
$464,587
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,274
shares
|
$454,532
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,947
shares
|
$445,399
0.02% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
15,895
shares
|
$443,947
0.04% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
15,640
shares
|
$436,825
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
15,573
shares
|
$434,953
0.27% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
15,512
shares
|
$433,250
0.05% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
15,488
shares
|
$432,579
0.33% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,000
shares
|
$418,950
0.01% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
14,960
shares
|
$417,832
0.18% of portfolio
|
Q2 2025
Reduced 35.21%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
14,718
shares
|
$411,073
0.0% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
14,417
shares
|
$402,666
0.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
14,330
shares
|
$400,236
0.08% of portfolio
|
Q2 2025
Reduced 61.51%
|