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 488 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
9,985
shares
|
$201,497
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,823
shares
|
$198,228
0.0% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,246
shares
|
$186,584
0.0% of portfolio
|
Q3 2024
Added 3598.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
9,000
shares
|
$181,620
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
8,750
shares
|
$176,575
0.05% of portfolio
|
Q2 2018
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
7,796
shares
|
$157,323
0.01% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$151,350
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,488
shares
|
$151,107
0.0% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
7,305
shares
|
$147,414
0.07% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,128
shares
|
$143,843
0.01% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
7,103
shares
|
$143,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,893
shares
|
$139,100
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,661
shares
|
$134,418
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
6,500
shares
|
$131,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,354
shares
|
$128,223
0.0% of portfolio
|
Q1 2020
Reduced 87.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
6,309
shares
|
$127,315
0.04% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
6,090
shares
|
$122,896
0.01% of portfolio
|
Q1 2023
Reduced 23.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,000
shares
|
$121,080
0.02% of portfolio
|
Q4 2021
Added 20.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
5,600
shares
|
$113,008
0.06% of portfolio
|
Q4 2023
Reduced 17.28%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,226
shares
|
$105,460
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
5,206
shares
|
$105,057
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,182
shares
|
$104,572
0.02% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,106
shares
|
$103,039
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,090
shares
|
$102,716
0.0% of portfolio
|
Q4 2023
Added 1.8%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$100,900
0.01% of portfolio
|
Q4 2022
New holding
|