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 $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,162,641
shares
|
$30.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,155,076
shares
|
$30.4 Million
0.06% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,077,957
shares
|
$28.4 Million
2.95% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,020,612
shares
|
$26.9 Million
6.91% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
997,846
shares
|
$26.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
976,052
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
972,330
shares
|
$25.6 Million
14.74% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
943,412
shares
|
$24.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
938,012
shares
|
$24.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
899,783
shares
|
$23.7 Million
0.03% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
872,529
shares
|
$23 Million
7.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
860,211
shares
|
$22.6 Million
5.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Concorde Financial Corp
Dallas, TX |
May 14, 2025 Q1 2025 |
843,297
shares
|
$22.2 Million
11.96% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
812,258
shares
|
$21.4 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
772,874
shares
|
$20.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
758,099
shares
|
$19.9 Million
0.1% of portfolio
|
Q1 2025
Added 137.02%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
672,751
shares
|
$17.7 Million
1.29% of portfolio
|
Q1 2025
Added 41.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
665,430
shares
|
$17.5 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
654,270
shares
|
$17.2 Million
11.01% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
620,689
shares
|
$16.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
618,340
shares
|
$16.3 Million
0.33% of portfolio
|
Q4 2023
Reduced 28.27%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
615,590
shares
|
$16.2 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
607,670
shares
|
$16 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
606,485
shares
|
$16 Million
3.56% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
589,927
shares
|
$15.5 Million
0.14% of portfolio
|
Q1 2025
New holding
|