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 $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,090
shares
|
$22,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,040
shares
|
$21,070
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,008
shares
|
$20,422
0.0% of portfolio
|
Q2 2024
Reduced 88.15%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$20,260
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$20,260
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,000
shares
|
$20,260
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,000
shares
|
$20,260
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
950
shares
|
$19,247
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
950
shares
|
$19,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
900
shares
|
$18,234
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
861
shares
|
$17,443
0.0% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
842
shares
|
$17,058
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
805
shares
|
$16,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
800
shares
|
$16,208
0.0% of portfolio
|
Q3 2022
Reduced 25.93%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
736
shares
|
$14,911
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
713
shares
|
$14,445
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
681
shares
|
$13,797
0.0% of portfolio
|
Q2 2022
Reduced 99.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
622
shares
|
$12,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
614
shares
|
$12,439
0.0% of portfolio
|
Q2 2018
Reduced 7.53%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
600
shares
|
$12,156
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
560
shares
|
$11,345
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
383
shares
|
$7,759
0.0% of portfolio
|
Q2 2024
Added 271.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
346
shares
|
$7,009
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
315
shares
|
$6,381
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
287
shares
|
$5,814
0.0% of portfolio
|
Q4 2021
New holding
|