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 $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
8,973
shares
|
$236,079
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
8,935
shares
|
$235,079
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
8,915
shares
|
$234,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
8,910
shares
|
$234,422
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,878
shares
|
$233,580
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
8,750
shares
|
$230,212
0.06% of portfolio
|
Q2 2018
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
8,745
shares
|
$230,080
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
8,700
shares
|
$228,897
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
8,600
shares
|
$226,266
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,455
shares
|
$222,451
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
8,398
shares
|
$220,951
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,337
shares
|
$219,346
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
8,323
shares
|
$218,978
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,283
shares
|
$217,925
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
8,255
shares
|
$217,189
0.0% of portfolio
|
Q2 2025
Reduced 77.67%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
8,220
shares
|
$216,268
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,935
shares
|
$208,769
0.02% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
7,301
shares
|
$192,089
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,988
shares
|
$183,854
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,661
shares
|
$175,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,614
shares
|
$174,014
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,562
shares
|
$172,646
0.0% of portfolio
|
Q2 2025
Added 1796.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,500
shares
|
$171,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,354
shares
|
$167,173
0.0% of portfolio
|
Q1 2020
Reduced 87.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,304
shares
|
$165,858
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|