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 584 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
12,113
shares
|
$318,693
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
12,000
shares
|
$315,720
0.06% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
12,000
shares
|
$315,720
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,987
shares
|
$315,377
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,987
shares
|
$315,377
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
11,794
shares
|
$310,300
0.02% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
11,658
shares
|
$306,721
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
11,613
shares
|
$305,538
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
11,608
shares
|
$305,406
0.02% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,600
shares
|
$305,196
0.05% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
11,580
shares
|
$304,669
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
11,545
shares
|
$303,748
0.07% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,522
shares
|
$303,143
0.02% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
11,375
shares
|
$299,276
0.07% of portfolio
|
Q2 2023
Added 4.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
11,350
shares
|
$298,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,191
shares
|
$294,435
0.04% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
11,111
shares
|
$292,330
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,076
shares
|
$291,409
0.02% of portfolio
|
Q1 2025
Reduced 76.26%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
10,870
shares
|
$285,989
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,800
shares
|
$284,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,656
shares
|
$280,359
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
10,640
shares
|
$279,938
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,584
shares
|
$278,465
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
10,521
shares
|
$276,807
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,498
shares
|
$276,202
0.11% of portfolio
|
Q2 2024
New holding
|