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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,199,310
shares
|
$33.5 Million
0.05% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,192,904
shares
|
$33.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,162,641
shares
|
$32.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,077,957
shares
|
$30.1 Million
2.95% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,020,612
shares
|
$28.5 Million
6.91% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
972,985
shares
|
$27.2 Million
14.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
971,062
shares
|
$27.1 Million
0.03% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
969,658
shares
|
$27.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
927,690
shares
|
$25.9 Million
0.04% of portfolio
|
Q2 2025
Added 33.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
909,453
shares
|
$25.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
881,244
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
868,624
shares
|
$24.3 Million
0.11% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
867,575
shares
|
$24.2 Million
0.17% of portfolio
|
Q2 2025
Added 47.06%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
866,612
shares
|
$24.2 Million
6.93% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
866,257
shares
|
$24.2 Million
5.13% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
792,223
shares
|
$22.1 Million
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
688,425
shares
|
$19.2 Million
1.26% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
672,339
shares
|
$18.8 Million
1.06% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
631,977
shares
|
$17.7 Million
11.41% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
625,040
shares
|
$17.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Concorde Financial Corp
Dallas, TX |
Aug 14, 2025 Q2 2025 |
620,923
shares
|
$17.3 Million
10.07% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
618,340
shares
|
$17.3 Million
0.33% of portfolio
|
Q4 2023
Reduced 28.27%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
614,790
shares
|
$17.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
607,670
shares
|
$17 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
600,115
shares
|
$16.8 Million
0.03% of portfolio
|
Q2 2025
Added 7.19%
|