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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,067
shares
|
$407,167
0.02% of portfolio
|
Q3 2025
Reduced 83.95%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
13,000
shares
|
$405,080
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
12,973
shares
|
$404,238
0.13% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
12,900
shares
|
$401,964
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
12,857
shares
|
$400,624
0.0% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
12,681
shares
|
$395,139
0.0% of portfolio
|
Q4 2025
Reduced 9.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,619
shares
|
$393,208
0.02% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Bleichroeder LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,540
shares
|
$390,746
0.1% of portfolio
|
Q2 2020
Added 7500.0%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
12,482
shares
|
$388,939
0.01% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,426
shares
|
$387,194
0.03% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
12,308
shares
|
$383,517
0.04% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,298
shares
|
$383,205
0.01% of portfolio
|
Q3 2025
Added 65.34%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
12,154
shares
|
$378,718
0.01% of portfolio
|
Q2 2025
Reduced 86.39%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
12,049
shares
|
$375,446
0.11% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,045
shares
|
$375,322
0.0% of portfolio
|
Q3 2025
Added 20.45%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
12,036
shares
|
$375,041
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
12,000
shares
|
$373,920
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,000
shares
|
$373,920
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,987
shares
|
$373,514
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,948
shares
|
$372,299
0.03% of portfolio
|
Q3 2025
Added 100.47%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
11,658
shares
|
$363,263
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
11,613
shares
|
$361,861
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
11,600
shares
|
$361,456
0.24% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
11,375
shares
|
$354,445
0.07% of portfolio
|
Q2 2023
Added 4.95%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,225
shares
|
$349,771
0.05% of portfolio
|
Q3 2025
Reduced 3.23%
|
|