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 |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,449
shares
|
$291,840
0.0% of portfolio
|
Q1 2025
Added 550.62%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
10,383
shares
|
$289,997
0.18% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
10,380
shares
|
$289,913
0.01% of portfolio
|
Q1 2023
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,285
shares
|
$287,260
0.01% of portfolio
|
Q2 2025
Added 21.64%
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
10,250
shares
|
$286,282
0.07% of portfolio
|
Q3 2024
New holding
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
10,250
shares
|
$286,282
0.02% of portfolio
|
Q2 2019
Reduced 16.33%
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
10,216
shares
|
$285,332
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
10,200
shares
|
$284,886
0.1% of portfolio
|
Q3 2024
New holding
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,200
shares
|
$284,886
0.05% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.24% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.2% of portfolio
|
Q1 2025
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$279,300
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.12% of portfolio
|
Q2 2023
Reduced 47.64%
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.26% of portfolio
|
Q4 2024
New holding
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$279,300
0.1% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
9,815
shares
|
$274,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
9,729
shares
|
$271,730
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
9,500
shares
|
$265,335
0.05% of portfolio
|
Q1 2025
New holding
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
9,300
shares
|
$259,749
0.13% of portfolio
|
Q1 2025
New holding
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,225
shares
|
$257,654
0.02% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
9,117
shares
|
$254,637
0.1% of portfolio
|
Q1 2025
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
9,000
shares
|
$251,370
0.03% of portfolio
|
Q1 2021
New holding
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
8,961
shares
|
$250,280
0.06% of portfolio
|
Q2 2025
Reduced 0.13%
|