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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
14,173
shares
|
$395,851
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
14,000
shares
|
$391,020
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
13,889
shares
|
$387,919
0.01% of portfolio
|
Q1 2024
Reduced 17.64%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,705
shares
|
$382,780
0.12% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,544
shares
|
$378,283
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,430
shares
|
$375,099
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
13,366
shares
|
$373,312
0.13% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
13,289
shares
|
$371,161
0.07% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,279
shares
|
$370,882
0.0% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
13,270
shares
|
$370,631
0.12% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,200
shares
|
$368,676
0.09% of portfolio
|
Q3 2021
Reduced 7.04%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
13,181
shares
|
$368,145
0.09% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
13,000
shares
|
$363,090
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
13,000
shares
|
$363,090
0.27% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
13,000
shares
|
$363,090
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,990
shares
|
$362,810
0.0% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
12,900
shares
|
$360,297
0.06% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Bleichroeder LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,540
shares
|
$350,242
0.1% of portfolio
|
Q2 2020
Added 7500.0%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,500
shares
|
$349,125
0.0% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
12,490
shares
|
$348,845
0.11% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
12,482
shares
|
$348,622
0.01% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,426
shares
|
$347,058
0.03% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
12,369
shares
|
$345,466
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
12,368
shares
|
$345,438
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,113
shares
|
$338,316
0.03% of portfolio
|
Q3 2024
New holding
|