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 |
|---|---|---|---|---|---|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,000
shares
|
$335,160
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
12,000
shares
|
$335,160
0.06% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
11,987
shares
|
$334,796
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,987
shares
|
$334,796
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
11,794
shares
|
$329,406
0.02% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
11,658
shares
|
$325,607
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
11,613
shares
|
$324,351
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
11,608
shares
|
$324,211
0.02% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,600
shares
|
$323,988
0.05% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
11,545
shares
|
$322,451
0.07% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,522
shares
|
$321,809
0.03% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
11,375
shares
|
$317,703
0.07% of portfolio
|
Q2 2023
Added 4.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,314
shares
|
$316,000
0.01% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,191
shares
|
$312,564
0.04% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
11,180
shares
|
$312,257
0.01% of portfolio
|
Q2 2025
Added 2435.15%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
11,127
shares
|
$310,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
11,111
shares
|
$310,330
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,035
shares
|
$308,207
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,020
shares
|
$307,788
0.24% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
11,009
shares
|
$307,481
0.02% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
11,000
shares
|
$307,230
0.0% of portfolio
|
Q2 2025
Reduced 35.97%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,498
shares
|
$293,209
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,493
shares
|
$293,069
0.01% of portfolio
|
Q2 2023
Added 47.33%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
10,488
shares
|
$292,929
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,456
shares
|
$292,036
0.01% of portfolio
|
Q2 2025
New holding
|