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 486 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 $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
3,906
shares
|
$81,401
0.01% of portfolio
|
Q1 2024
Added 567.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,651
shares
|
$76,086
0.0% of portfolio
|
Q1 2022
Added 17.4%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
3,490
shares
|
$72,731
0.0% of portfolio
|
Q1 2023
Added 116233.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,279
shares
|
$68,334
0.02% of portfolio
|
Q2 2021
Reduced 24.64%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
3,069
shares
|
$63,957
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,000
shares
|
$62,520
0.01% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
3,000
shares
|
$62,520
0.04% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,639
shares
|
$54,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
2,609
shares
|
$54,371
0.02% of portfolio
|
Q3 2024
Added 160.9%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
2,480
shares
|
$51,683
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,475
shares
|
$51,579
0.0% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
2,135
shares
|
$44,493
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$40,950
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,683
shares
|
$35,073
0.0% of portfolio
|
Q2 2021
Added 26.26%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,654
shares
|
$34,469
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,606
shares
|
$33,469
0.0% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,600
shares
|
$33,344
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,440
shares
|
$30,009
0.0% of portfolio
|
Q4 2022
Reduced 57.24%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,400
shares
|
$29,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$29,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,264
shares
|
$26,341
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,140
shares
|
$23,757
0.01% of portfolio
|
Q3 2023
Reduced 46.73%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,135
shares
|
$23,653
0.01% of portfolio
|
Q1 2024
Reduced 45.04%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,090
shares
|
$22,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,040
shares
|
$21,673
0.01% of portfolio
|
Q3 2024
New holding
|