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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
6,714
shares
|
$187,522
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,661
shares
|
$186,041
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,562
shares
|
$183,276
0.0% of portfolio
|
Q2 2025
Added 1796.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,500
shares
|
$181,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
6,491
shares
|
$181,293
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,354
shares
|
$177,467
0.0% of portfolio
|
Q1 2020
Reduced 87.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,304
shares
|
$176,070
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,300
shares
|
$175,959
0.01% of portfolio
|
Q2 2025
Added 77.46%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,090
shares
|
$170,093
0.01% of portfolio
|
Q1 2023
Reduced 23.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,000
shares
|
$167,580
0.02% of portfolio
|
Q4 2021
Added 20.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,960
shares
|
$166,462
0.01% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
5,600
shares
|
$156,408
0.07% of portfolio
|
Q4 2023
Reduced 17.28%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,226
shares
|
$145,962
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,206
shares
|
$145,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$139,650
0.01% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$139,650
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,682
shares
|
$130,768
0.02% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,500
shares
|
$125,685
0.0% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,347
shares
|
$121,411
0.01% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$114,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,937
shares
|
$109,960
0.01% of portfolio
|
Q2 2025
Added 80.1%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
3,917
shares
|
$109,401
0.01% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,651
shares
|
$101,972
0.0% of portfolio
|
Q1 2022
Added 17.4%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,279
shares
|
$91,582
0.02% of portfolio
|
Q2 2021
Reduced 24.64%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
3,250
shares
|
$90,772
0.01% of portfolio
|
Q4 2024
New holding
|