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 545 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
8,935
shares
|
$224,625
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
8,915
shares
|
$224,123
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
8,910
shares
|
$223,997
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
8,750
shares
|
$219,975
0.05% of portfolio
|
Q2 2018
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
8,745
shares
|
$219,849
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
8,220
shares
|
$206,650
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,935
shares
|
$199,485
0.02% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
7,796
shares
|
$195,991
0.02% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
7,488
shares
|
$188,248
0.0% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
7,301
shares
|
$183,547
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,893
shares
|
$173,290
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,661
shares
|
$167,457
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,500
shares
|
$163,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,428
shares
|
$161,599
0.01% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,354
shares
|
$159,739
0.0% of portfolio
|
Q1 2020
Reduced 87.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,304
shares
|
$158,482
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
6,090
shares
|
$153,102
0.01% of portfolio
|
Q1 2023
Reduced 23.78%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$150,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,000
shares
|
$150,840
0.02% of portfolio
|
Q4 2021
Added 20.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
5,600
shares
|
$140,784
0.07% of portfolio
|
Q4 2023
Reduced 17.28%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,226
shares
|
$131,381
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
5,206
shares
|
$130,878
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$125,700
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
4,682
shares
|
$117,705
0.01% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,500
shares
|
$113,130
0.0% of portfolio
|
Q3 2022
Reduced 4.26%
|