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 630 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
8,323
shares
|
$259,344
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
8,283
shares
|
$258,098
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
8,220
shares
|
$256,135
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
8,187
shares
|
$255,106
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
8,169
shares
|
$254,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,091
shares
|
$252,115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
8,000
shares
|
$249,280
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,000
shares
|
$249,280
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
8,000
shares
|
$249,280
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
8,000
shares
|
$249,280
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
7,981
shares
|
$248,687
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
7,877
shares
|
$245,447
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
7,752
shares
|
$241,552
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
7,565
shares
|
$235,725
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
7,510
shares
|
$234,011
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
7,301
shares
|
$227,499
0.09% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
7,200
shares
|
$224,352
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
7,190
shares
|
$224,040
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
7,157
shares
|
$223,012
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Surience Private Wealth LLC
|
Oct 09, 2025 Q3 2025 |
7,120
shares
|
$221,859
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
7,113
shares
|
$221,641
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
7,010
shares
|
$218,431
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,988
shares
|
$217,746
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
6,955
shares
|
$216,717
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
6,950
shares
|
$216,562
0.05% of portfolio
|
Q3 2025
New holding
|
|