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 |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
12,482
shares
|
$313,797
0.01% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,388
shares
|
$311,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
12,364
shares
|
$310,830
0.07% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
12,209
shares
|
$306,934
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
12,125
shares
|
$304,822
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
12,113
shares
|
$304,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
12,000
shares
|
$301,680
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
11,987
shares
|
$301,353
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,987
shares
|
$301,353
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
11,908
shares
|
$299,367
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
11,613
shares
|
$291,950
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,600
shares
|
$291,624
0.06% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,522
shares
|
$289,663
0.02% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
11,427
shares
|
$287,274
0.01% of portfolio
|
Q2 2023
Added 12.68%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
11,375
shares
|
$285,967
0.07% of portfolio
|
Q2 2023
Added 4.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
11,350
shares
|
$285,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
11,202
shares
|
$281,618
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,191
shares
|
$281,341
0.04% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,149
shares
|
$280,285
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
11,111
shares
|
$279,330
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,076
shares
|
$278,450
0.02% of portfolio
|
Q1 2025
Reduced 76.26%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
11,000
shares
|
$276,540
0.29% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,870
shares
|
$273,271
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
10,856
shares
|
$272,919
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,736
shares
|
$269,903
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|