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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
8,935
shares
|
$249,554
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
8,915
shares
|
$248,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
8,910
shares
|
$248,856
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,828
shares
|
$246,566
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
8,750
shares
|
$244,387
0.07% of portfolio
|
Q2 2018
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
8,745
shares
|
$244,247
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
8,700
shares
|
$242,991
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
8,600
shares
|
$240,198
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
8,500
shares
|
$237,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
8,398
shares
|
$234,556
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,347
shares
|
$233,131
0.01% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,337
shares
|
$232,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
8,323
shares
|
$232,461
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,283
shares
|
$231,344
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
8,255
shares
|
$230,562
0.0% of portfolio
|
Q2 2025
Reduced 77.67%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
8,220
shares
|
$229,584
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
8,187
shares
|
$228,662
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
8,169
shares
|
$228,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
8,000
shares
|
$223,440
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
8,000
shares
|
$223,440
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$223,440
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
7,438
shares
|
$207,743
0.0% of portfolio
|
Q2 2025
Added 2307.12%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
7,301
shares
|
$203,916
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,988
shares
|
$195,174
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,960
shares
|
$194,392
0.01% of portfolio
|
Q2 2025
Added 5.23%
|